DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,097,964 | -16.0% | 233,549 | -12.1% | 1.39% | -8.7% |
Q2 2023 | $7,261,021 | +1.5% | 265,777 | +0.1% | 1.52% | -4.7% |
Q1 2023 | $7,155,194 | +12.3% | 265,499 | +4.4% | 1.60% | +3.4% |
Q4 2022 | $6,370,866 | +35.8% | 254,428 | +16.9% | 1.54% | +21.3% |
Q3 2022 | $4,693,000 | -70.7% | 217,584 | -67.2% | 1.27% | -70.7% |
Q2 2022 | $16,013,000 | +147.0% | 663,322 | +188.1% | 4.36% | +181.0% |
Q1 2022 | $6,482,000 | +121.1% | 230,266 | +132.2% | 1.55% | +112.3% |
Q4 2021 | $2,932,000 | +22.2% | 99,165 | +20.7% | 0.73% | +6.9% |
Q2 2021 | $2,400,000 | +5.8% | 82,137 | +1.0% | 0.68% | -20.7% |
Q1 2021 | $2,268,000 | +25100.0% | 81,348 | +23142.3% | 0.86% | +14250.0% |
Q4 2020 | $9,000 | – | 350 | – | 0.01% | – |
Download |
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% |