DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $6,281,892 | +57.1% | 222,604 | +45.4% | 0.35% | +23.7% |
Q3 2023 | $3,997,471 | -7.0% | 153,101 | -2.7% | 0.28% | -7.5% |
Q2 2023 | $4,298,823 | +843.9% | 157,351 | +765.1% | 0.31% | +628.6% |
Q4 2022 | $455,428 | -14.1% | 18,188 | -25.9% | 0.04% | -32.3% |
Q3 2022 | $530,000 | +30.9% | 24,556 | +46.3% | 0.06% | +29.2% |
Q2 2022 | $405,000 | +34.6% | 16,790 | +57.0% | 0.05% | +14.3% |
Q1 2022 | $301,000 | – | 10,696 | – | 0.04% | – |
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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% |