DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,408,135 | +23.6% | 84,083 | +12.7% | 0.72% | +16.0% |
| Q3 2023 | $1,948,059 | +59.1% | 74,610 | +66.4% | 0.62% | +57.9% |
| Q2 2023 | $1,224,698 | +65.6% | 44,828 | +63.4% | 0.39% | +57.4% |
| Q1 2023 | $739,484 | +7.0% | 27,439 | -0.6% | 0.25% | -0.4% |
| Q4 2022 | $690,907 | -15.0% | 27,592 | -26.8% | 0.25% | -21.6% |
| Q3 2022 | $813,000 | -57.0% | 37,705 | -51.9% | 0.32% | -54.0% |
| Q2 2022 | $1,892,000 | +86.2% | 78,384 | +117.1% | 0.69% | +113.9% |
| Q1 2022 | $1,016,000 | -16.7% | 36,100 | -12.5% | 0.32% | -18.6% |
| Q4 2021 | $1,220,000 | +10.6% | 41,244 | +8.1% | 0.40% | +2.1% |
| Q3 2021 | $1,103,000 | +26.2% | 38,162 | +27.5% | 0.39% | +20.4% |
| Q2 2021 | $874,000 | +4.8% | 29,928 | 0.0% | 0.32% | +6.6% |
| Q1 2021 | $834,000 | – | 29,928 | – | 0.30% | – |
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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% |