DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,681,448 | -1.5% | 294,195 | +3.1% | 2.60% | +1.3% |
| Q2 2023 | $7,796,959 | +12.6% | 285,393 | +11.1% | 2.57% | +2.6% |
| Q1 2023 | $6,922,022 | +16.5% | 256,846 | +8.3% | 2.50% | +7.5% |
| Q4 2022 | $5,939,836 | +28.1% | 237,214 | +10.4% | 2.33% | +13.4% |
| Q3 2022 | $4,637,000 | -1.8% | 214,955 | +9.9% | 2.06% | +8.4% |
| Q2 2022 | $4,723,000 | -0.1% | 195,660 | +16.5% | 1.90% | +18.9% |
| Q1 2022 | $4,727,000 | +16.5% | 167,916 | +22.3% | 1.60% | +16.2% |
| Q4 2021 | $4,058,000 | +17.3% | 137,249 | +14.7% | 1.37% | +8.6% |
| Q3 2021 | $3,460,000 | +5.7% | 119,672 | +6.8% | 1.26% | +6.4% |
| Q2 2021 | $3,274,000 | +47.1% | 112,044 | +40.4% | 1.19% | +29.5% |
| Q1 2021 | $2,225,000 | – | 79,799 | – | 0.92% | – |
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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% |