DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 352 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,295 | -4.4% | 739 | 0.0% | 0.00% | – |
| Q2 2023 | $20,189 | +6.7% | 739 | +5.3% | 0.00% | – |
| Q1 2023 | $18,919 | +7.6% | 702 | 0.0% | 0.00% | – |
| Q4 2022 | $17,578 | +17.2% | 702 | 0.0% | 0.00% | – |
| Q3 2022 | $15,000 | -11.8% | 702 | 0.0% | 0.00% | – |
| Q2 2022 | $17,000 | -15.0% | 702 | 0.0% | 0.00% | – |
| Q1 2022 | $20,000 | -4.8% | 702 | 0.0% | 0.00% | – |
| Q4 2021 | $21,000 | +5.0% | 702 | 0.0% | 0.00% | – |
| Q3 2021 | $20,000 | -4.8% | 702 | 0.0% | 0.00% | – |
| Q2 2021 | $21,000 | -99.9% | 702 | -50.0% | 0.00% | – |
| Q1 2021 | $39,144,000 | – | 1,404 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,246,180 | $170,645,635 | 34.59% |
| Chico Wealth RIA | 786,315 | $21,482,126 | 25.60% |
| Cable Hill Partners, LLC | 4,820,643 | $131,699,972 | 17.18% |
| Moisand Fitzgerald Tamayo, LLC | 3,022,075 | $82,563,098 | 16.88% |
| Root Financial Partners, LLC | 889,038 | $24,288,515 | 14.46% |
| RAM Investment Partners, LLC | 1,174,132 | $32,077,281 | 13.41% |
| Plan Group Financial, LLC | 584,902 | $16,008,710 | 13.37% |
| Arista Wealth Management, LLC | 1,105,820 | $30,210,999 | 12.55% |
| Aquire Wealth Advisors, LLC | 984,705 | $26,902,141 | 10.73% |
| Spinnaker Investment Group, LLC | 1,066,368 | $29,252,437 | 9.63% |