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% | – |
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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% |