DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,105,409 | +8.8% | 808,327 | +13.8% | 2.08% | +7.0% |
| Q2 2023 | $19,404,296 | +17.1% | 710,260 | +15.5% | 1.94% | +7.7% |
| Q1 2023 | $16,566,642 | +21.6% | 614,718 | +13.0% | 1.80% | +10.4% |
| Q4 2022 | $13,624,012 | +50.4% | 544,090 | +29.6% | 1.63% | +26.6% |
| Q3 2022 | $9,056,000 | +27.8% | 419,855 | +43.0% | 1.29% | +5.1% |
| Q2 2022 | $7,088,000 | +95.3% | 293,611 | +127.7% | 1.23% | +111.4% |
| Q1 2022 | $3,630,000 | – | 128,970 | – | 0.58% | – |
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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% |