DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,135,981 | -3.8% | 503,102 | +0.7% | 2.67% | -18.9% |
| Q2 2023 | $13,647,963 | -1.1% | 499,559 | -2.4% | 3.29% | -15.1% |
| Q1 2023 | $13,797,717 | +8.5% | 511,975 | +0.8% | 3.88% | -10.3% |
| Q4 2022 | $12,721,874 | -0.5% | 508,062 | -0.0% | 4.33% | +0.3% |
| Q3 2022 | $12,782,000 | +8.8% | 508,249 | +4.5% | 4.32% | -25.1% |
| Q2 2022 | $11,745,000 | -0.5% | 486,555 | +16.1% | 5.76% | -20.7% |
| Q1 2022 | $11,799,000 | +214.7% | 419,161 | +230.6% | 7.27% | +154.9% |
| Q4 2021 | $3,749,000 | +120.0% | 126,792 | +123.4% | 2.85% | +123.4% |
| Q3 2021 | $1,704,000 | – | 56,766 | – | 1.28% | – |
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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% |