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 | $4,032,774 | +3.5% | 154,451 | +8.3% | 0.05% | -21.9% |
| Q2 2023 | $3,897,339 | -3.3% | 142,655 | -4.6% | 0.06% | -7.2% |
| Q1 2023 | $4,031,154 | +7.1% | 149,578 | -0.5% | 0.07% | -5.5% |
| Q4 2022 | $3,762,364 | +23.8% | 150,255 | +6.7% | 0.07% | +7.4% |
| Q3 2022 | $3,039,000 | +21.0% | 140,862 | +35.4% | 0.07% | +28.3% |
| Q2 2022 | $2,512,000 | +37.7% | 104,055 | +60.6% | 0.05% | +112.0% |
| Q1 2022 | $1,824,000 | – | 64,782 | – | 0.02% | – |
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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% |