DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,889,894 | -0.4% | 225,580 | +4.2% | 2.56% | +1.5% |
| Q2 2023 | $5,912,622 | +5.8% | 216,421 | +4.3% | 2.53% | -2.2% |
| Q1 2023 | $5,586,913 | +33.8% | 207,444 | +24.4% | 2.58% | +18.9% |
| Q4 2022 | $4,174,081 | +34.4% | 166,791 | +15.9% | 2.17% | +20.0% |
| Q3 2022 | $3,105,000 | +72.5% | 143,928 | +93.1% | 1.81% | +74.6% |
| Q2 2022 | $1,800,000 | +33.3% | 74,551 | +55.5% | 1.04% | +25.2% |
| Q1 2022 | $1,350,000 | – | 47,956 | – | 0.83% | – |
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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% |