DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,486,980 | -2.1% | 559,775 | +3.5% | 3.73% | +1.5% |
| Q2 2023 | $14,797,106 | -1.4% | 540,830 | -0.6% | 3.67% | -6.8% |
| Q1 2023 | $15,010,202 | +4.9% | 543,848 | +3.0% | 3.94% | +2.0% |
| Q4 2022 | $14,309,394 | +48.6% | 528,217 | +24.3% | 3.86% | +30.5% |
| Q3 2022 | $9,628,000 | +23.9% | 425,072 | +38.8% | 2.96% | +31.5% |
| Q2 2022 | $7,770,000 | +7.7% | 306,276 | +14.5% | 2.25% | +17.5% |
| Q1 2022 | $7,213,000 | – | 267,559 | – | 1.92% | – |
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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% |