DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 482 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $51,868,375 | +4.7% | 1,748,176 | +6.6% | 5.18% | +1.6% |
| Q1 2024 | $49,546,900 | +10.5% | 1,639,540 | +4.7% | 5.09% | +3.3% |
| Q4 2023 | $44,858,850 | +20.9% | 1,566,301 | +10.2% | 4.93% | +10.2% |
| Q3 2023 | $37,106,500 | +4.0% | 1,421,160 | +8.9% | 4.47% | +6.3% |
| Q2 2023 | $35,668,488 | +22.4% | 1,305,582 | +20.7% | 4.21% | +16.5% |
| Q1 2023 | $29,147,207 | +15.6% | 1,081,529 | +7.4% | 3.61% | +12.5% |
| Q4 2022 | $25,217,290 | +36.6% | 1,007,080 | +17.7% | 3.21% | +24.0% |
| Q3 2022 | $18,463,000 | +32.3% | 855,979 | +48.0% | 2.59% | +38.5% |
| Q2 2022 | $13,959,000 | +21.9% | 578,254 | +42.2% | 1.87% | +41.3% |
| Q1 2022 | $11,449,000 | +25.6% | 406,703 | +31.9% | 1.32% | +30.0% |
| Q4 2021 | $9,116,000 | +811.6% | 308,288 | +619.1% | 1.02% | +748.3% |
| Q3 2021 | $1,000,000 | – | 42,872 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,246,180 | $170,645,635 | 34.59% |
| Chico Wealth RIA | 786,315 | $21,482,126 | 25.60% |
| Cable Hill Partners, LLC | 4,820,643 | $131,699,972 | 17.18% |
| Moisand Fitzgerald Tamayo, LLC | 3,022,075 | $82,563,098 | 16.88% |
| Root Financial Partners, LLC | 889,038 | $24,288,515 | 14.46% |
| RAM Investment Partners, LLC | 1,174,132 | $32,077,281 | 13.41% |
| Plan Group Financial, LLC | 584,902 | $16,008,710 | 13.37% |
| Arista Wealth Management, LLC | 1,105,820 | $30,210,999 | 12.55% |
| Aquire Wealth Advisors, LLC | 984,705 | $26,902,141 | 10.73% |
| Spinnaker Investment Group, LLC | 1,066,368 | $29,252,437 | 9.63% |