DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,281,262 | +19.0% | 202,270 | +24.5% | 1.90% | +20.0% |
| Q2 2023 | $4,438,218 | +23.8% | 162,453 | +22.1% | 1.59% | +19.1% |
| Q1 2023 | $3,585,784 | +13.8% | 133,053 | +5.7% | 1.33% | +4.5% |
| Q4 2022 | $3,151,478 | -13.6% | 125,858 | -25.5% | 1.28% | -19.8% |
| Q3 2022 | $3,646,000 | -47.1% | 169,021 | -40.7% | 1.59% | -46.2% |
| Q2 2022 | $6,886,000 | -33.7% | 285,250 | -22.7% | 2.95% | -53.8% |
| Q1 2022 | $10,383,000 | +20.3% | 368,832 | +26.3% | 6.39% | +75.2% |
| Q4 2021 | $8,633,000 | +25.5% | 291,962 | +22.7% | 3.65% | +11.3% |
| Q3 2021 | $6,879,000 | +43.5% | 237,936 | +45.0% | 3.28% | +25.5% |
| Q2 2021 | $4,795,000 | +38.2% | 164,095 | +31.9% | 2.61% | -7.8% |
| Q1 2021 | $3,469,000 | +110.2% | 124,409 | +100.0% | 2.83% | +49.3% |
| Q4 2020 | $1,650,000 | – | 62,218 | – | 1.90% | – |
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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% |