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 | $11,090,827 | -0.3% | 373,806 | +1.5% | 2.97% | -4.4% |
| Q1 2024 | $11,124,309 | +19.0% | 368,110 | +12.8% | 3.11% | +8.1% |
| Q4 2023 | $9,349,475 | +21.7% | 326,448 | +11.0% | 2.88% | +10.5% |
| 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 | 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% |