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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,157,482 | -15.5% | 120,930 | -11.6% | 2.12% | -13.2% |
| Q2 2023 | $3,738,215 | +15.1% | 136,831 | +13.6% | 2.44% | +8.5% |
| Q1 2023 | $3,247,232 | +29.7% | 120,491 | +20.5% | 2.25% | +22.0% |
| Q4 2022 | $2,502,947 | +88.1% | 99,958 | +62.0% | 1.84% | +78.4% |
| Q3 2022 | $1,331,000 | +12.6% | 61,710 | +26.0% | 1.03% | +17.8% |
| Q2 2022 | $1,182,000 | +80.5% | 48,984 | +110.5% | 0.88% | +109.3% |
| Q1 2022 | $655,000 | +120.5% | 23,271 | +131.5% | 0.42% | +126.5% |
| Q4 2021 | $297,000 | – | 10,051 | – | 0.18% | – |
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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% |