DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,234,785 | +1.7% | 353,688 | +6.4% | 3.20% | +6.8% |
| Q2 2023 | $9,079,423 | +4.0% | 332,336 | +2.6% | 2.99% | +6.3% |
| Q1 2023 | $8,730,679 | +15.2% | 323,958 | +7.1% | 2.81% | +14.5% |
| Q4 2022 | $7,577,066 | +19.1% | 302,598 | +2.6% | 2.46% | +9.3% |
| Q3 2022 | $6,362,000 | -2.6% | 294,952 | +9.0% | 2.25% | +7.0% |
| Q2 2022 | $6,533,000 | -6.9% | 270,616 | +8.5% | 2.10% | +10.4% |
| Q1 2022 | $7,020,000 | +66.1% | 249,384 | +74.5% | 1.90% | +65.0% |
| Q4 2021 | $4,227,000 | +8.6% | 142,950 | +6.1% | 1.15% | +5.9% |
| Q3 2021 | $3,894,000 | +3.2% | 134,682 | +4.2% | 1.09% | -2.1% |
| Q2 2021 | $3,775,000 | +7.6% | 129,205 | +2.7% | 1.11% | +67.5% |
| Q1 2021 | $3,509,000 | – | 125,860 | – | 0.66% | – |
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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% |