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 | $367,559 | -4.4% | 14,077 | +0.1% | 0.20% | -8.1% |
| Q2 2023 | $384,370 | +1.5% | 14,069 | +0.1% | 0.22% | -8.3% |
| Q1 2023 | $378,627 | +11.6% | 14,049 | +3.7% | 0.24% | -0.8% |
| Q4 2022 | $339,142 | +7.0% | 13,544 | -7.7% | 0.24% | +7.5% |
| Q3 2022 | $317,000 | -30.3% | 14,679 | -22.1% | 0.23% | -12.7% |
| Q2 2022 | $455,000 | -15.4% | 18,842 | -1.4% | 0.26% | +0.8% |
| Q1 2022 | $538,000 | -1.5% | 19,118 | +3.6% | 0.26% | +2.0% |
| Q4 2021 | $546,000 | -20.3% | 18,456 | -22.1% | 0.25% | -29.2% |
| Q3 2021 | $685,000 | +3.6% | 23,689 | +4.7% | 0.36% | +0.3% |
| Q2 2021 | $661,000 | -18.4% | 22,625 | -22.1% | 0.36% | -23.3% |
| Q1 2021 | $810,000 | – | 29,048 | – | 0.46% | – |
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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% |