DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 29 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $971 | -80.1% | 37,193 | -79.1% | 0.07% | -42.6% |
| Q2 2023 | $4,872 | +147.1% | 178,354 | +143.7% | 0.12% | +25.8% |
| Q1 2023 | $1,972 | +7.7% | 73,181 | +0.1% | 0.10% | -4.0% |
| Q4 2022 | $1,831 | -99.9% | 73,116 | +0.2% | 0.10% | +6.3% |
| Q3 2022 | $1,575,000 | -10.2% | 72,995 | +0.5% | 0.10% | 0.0% |
| Q2 2022 | $1,753,000 | -19.4% | 72,636 | -6.0% | 0.10% | -15.9% |
| Q1 2022 | $2,176,000 | -1.9% | 77,306 | +3.1% | 0.11% | +3.7% |
| Q4 2021 | $2,218,000 | -2.9% | 75,006 | -5.1% | 0.11% | -18.7% |
| Q3 2021 | $2,285,000 | -0.6% | 79,044 | +0.5% | 0.13% | -5.6% |
| Q2 2021 | $2,299,000 | +6.1% | 78,687 | +1.2% | 0.14% | -13.4% |
| Q1 2021 | $2,167,000 | +427.3% | 77,737 | +402.2% | 0.16% | +382.4% |
| Q4 2020 | $411,000 | – | 15,479 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,714,652 | $154,009,879 | 33.98% |
| Chico Wealth RIA | 766,076 | $20,645,748 | 26.56% |
| Cable Hill Partners, LLC | 4,642,781 | $125,122,940 | 20.36% |
| Moisand Fitzgerald Tamayo, LLC | 2,975,584 | $80,191,981 | 17.12% |
| RAM Investment Partners, LLC | 1,052,184 | $28,356,362 | 15.27% |
| Root Financial Partners, LLC | 761,611 | $20,525,423 | 14.64% |
| Aquire Wealth Advisors, LLC | 907,316 | $24,452,166 | 10.70% |
| Spinnaker Investment Group, LLC | 1,046,456 | $28,202,003 | 9.92% |
| Consilium Wealth Advisory, LLC | 423,482 | $11,412,840 | 9.73% |
| DecisionPoint Financial, LLC | 605,066 | $16,306,529 | 9.42% |