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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,479,426 | +4.7% | 56,661 | +9.5% | 0.02% | +20.0% |
| Q2 2023 | $1,413,575 | +7.8% | 51,741 | +6.3% | 0.02% | -6.2% |
| Q1 2023 | $1,311,198 | -10.8% | 48,653 | -17.1% | 0.02% | -68.6% |
| Q4 2022 | $1,469,773 | +32.2% | 58,697 | +13.8% | 0.05% | +15.9% |
| Q3 2022 | $1,112,000 | -15.8% | 51,568 | -5.8% | 0.04% | -17.0% |
| Q2 2022 | $1,321,000 | -0.5% | 54,719 | +16.0% | 0.05% | +12.8% |
| Q1 2022 | $1,328,000 | +10.0% | 47,178 | +15.6% | 0.05% | +17.5% |
| Q4 2021 | $1,207,000 | +10.9% | 40,825 | +8.4% | 0.04% | 0.0% |
| Q3 2021 | $1,088,000 | +7.3% | 37,648 | +8.5% | 0.04% | 0.0% |
| Q2 2021 | $1,014,000 | – | 34,693 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,714,652 | $154,009,879 | 33.98% |
| Chico Wealth RIA | 766,076 | $20,645,748 | 26.56% |
| Cable Hill Partners, LLC | 4,642,781 | $125,122,940 | 20.36% |
| Moisand Fitzgerald Tamayo, LLC | 2,975,584 | $80,191,981 | 17.12% |
| RAM Investment Partners, LLC | 1,052,184 | $28,356,362 | 15.27% |
| Root Financial Partners, LLC | 761,611 | $20,525,423 | 14.64% |
| Aquire Wealth Advisors, LLC | 907,316 | $24,452,166 | 10.70% |
| Spinnaker Investment Group, LLC | 1,046,456 | $28,202,003 | 9.92% |
| Consilium Wealth Advisory, LLC | 423,482 | $11,412,840 | 9.73% |
| DecisionPoint Financial, LLC | 605,066 | $16,306,529 | 9.42% |