DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 110 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $650,089 | +10.1% | 24,898 | +15.2% | 0.43% | +7.4% |
| Q2 2023 | $590,503 | +32.7% | 21,614 | +30.9% | 0.40% | +22.9% |
| Q1 2023 | $445,152 | +1.6% | 16,518 | -5.6% | 0.33% | -2.4% |
| Q4 2022 | $438,000 | -0.5% | 17,502 | -14.2% | 0.34% | -6.9% |
| Q3 2022 | $440,000 | -35.8% | 20,388 | -28.1% | 0.36% | -33.3% |
| Q2 2022 | $685,000 | +12.3% | 28,368 | +30.9% | 0.54% | +28.8% |
| Q1 2022 | $610,000 | +2.9% | 21,679 | +8.2% | 0.42% | +11.7% |
| Q4 2021 | $593,000 | +42.9% | 20,042 | +39.7% | 0.38% | +29.7% |
| Q3 2021 | $415,000 | +41.2% | 14,347 | +42.7% | 0.29% | +42.9% |
| Q2 2021 | $294,000 | – | 10,056 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,376,069 | $166,479,156 | 29.55% |
| Chico Wealth RIA | 812,411 | $21,212,051 | 25.37% |
| Cable Hill Partners, LLC | 5,010,654 | $130,828,214 | 17.66% |
| Moisand Fitzgerald Tamayo, LLC | 3,081,145 | $80,448,688 | 16.98% |
| Root Financial Partners, LLC | 1,019,407 | $26,616,721 | 14.10% |
| RAM Investment Partners, LLC | 1,234,295 | $32,227,455 | 13.63% |
| Arista Wealth Management, LLC | 1,216,951 | $31,774,600 | 12.44% |
| Aquire Wealth Advisors, LLC | 1,006,540 | $26,280,759 | 10.96% |
| Spinnaker Investment Group, LLC | 1,105,557 | $28,866,083 | 9.70% |
| Pioneer Wealth Management Group | 471,606 | $12,313,631 | 9.38% |