DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 379 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $981,899 | -4.5% | 33,094 | -2.7% | 0.03% | -12.9% |
| Q1 2024 | $1,027,722 | +1.3% | 34,008 | -4.0% | 0.03% | -13.9% |
| Q4 2023 | $1,014,972 | +4.1% | 35,439 | -5.1% | 0.04% | -10.0% |
| Q3 2023 | $974,879 | -4.3% | 37,337 | +0.1% | 0.04% | -7.0% |
| Q2 2023 | $1,018,832 | +8.1% | 37,285 | +6.6% | 0.04% | -2.3% |
| Q1 2023 | $942,469 | +14.3% | 34,961 | +6.1% | 0.04% | +4.8% |
| Q4 2022 | $824,834 | +40.0% | 32,956 | +20.5% | 0.04% | +27.3% |
| Q3 2022 | $589,000 | -1.3% | 27,340 | +10.5% | 0.03% | 0.0% |
| Q2 2022 | $597,000 | – | 24,731 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,450,317 | $136,475,941 | 32.45% |
| Chico Wealth RIA | 935,505 | $23,425,045 | 26.20% |
| Cable Hill Partners, LLC | 4,408,558 | $110,390,299 | 19.77% |
| Moisand Fitzgerald Tamayo, LLC | 2,964,930 | $74,241,836 | 16.92% |
| RAM Investment Partners, LLC | 962,781 | $24,108,043 | 14.83% |
| Aquire Wealth Advisors, LLC | 830,859 | $20,804,709 | 10.35% |
| Spinnaker Investment Group, LLC | 1,043,219 | $26,122,196 | 9.29% |
| DecisionPoint Financial, LLC | 568,279 | $14,229,707 | 8.65% |
| Financial Alternatives, Inc | 323,593 | $8,102,760 | 8.05% |
| LEGACY FINANCIAL GROUP, INC. | 491,273 | $12,301,476 | 7.58% |