DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,652,889 | -15.0% | 139,904 | -11.1% | 0.93% | -14.4% |
| Q2 2023 | $4,297,623 | +1.4% | 157,307 | +0.0% | 1.09% | -2.1% |
| Q1 2023 | $4,238,946 | +18.7% | 157,289 | +10.3% | 1.11% | +7.7% |
| Q4 2022 | $3,569,930 | +82.4% | 142,569 | +57.2% | 1.03% | +66.8% |
| Q3 2022 | $1,957,000 | +21.9% | 90,719 | +36.4% | 0.62% | +25.0% |
| Q2 2022 | $1,605,000 | -37.6% | 66,507 | -27.2% | 0.50% | -45.6% |
| Q1 2022 | $2,571,000 | +147.4% | 91,328 | +160.0% | 0.91% | +168.7% |
| Q4 2021 | $1,039,000 | – | 35,128 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,376,069 | $166,479,156 | 29.55% |
| Chico Wealth RIA | 812,411 | $21,212,051 | 25.37% |
| Cable Hill Partners, LLC | 5,010,654 | $130,828,214 | 17.66% |
| Moisand Fitzgerald Tamayo, LLC | 3,081,145 | $80,448,688 | 16.98% |
| Root Financial Partners, LLC | 1,019,407 | $26,616,721 | 14.10% |
| RAM Investment Partners, LLC | 1,234,295 | $32,227,455 | 13.63% |
| Arista Wealth Management, LLC | 1,216,951 | $31,774,600 | 12.44% |
| Aquire Wealth Advisors, LLC | 1,006,540 | $26,280,759 | 10.96% |
| Spinnaker Investment Group, LLC | 1,105,557 | $28,866,083 | 9.70% |
| Pioneer Wealth Management Group | 471,606 | $12,313,631 | 9.38% |