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 | $3,118,552 | -0.2% | 119,439 | +4.4% | 0.03% | 0.0% |
| Q2 2023 | $3,124,124 | +69.4% | 114,353 | +67.1% | 0.03% | +55.0% |
| Q1 2023 | $1,844,771 | +8.2% | 68,452 | +0.5% | 0.02% | +33.3% |
| Q4 2022 | $1,705,299 | -99.9% | 68,103 | -72.4% | 0.02% | -46.4% |
| Q3 2022 | $2,661,659,000 | +127925.9% | 246,568 | +186.3% | 0.03% | +33.3% |
| Q2 2022 | $2,079,000 | +39.2% | 86,117 | +62.2% | 0.02% | +31.2% |
| Q1 2022 | $1,494,000 | +50.6% | 53,077 | +58.3% | 0.02% | +60.0% |
| Q4 2021 | $992,000 | +24.6% | 33,539 | +21.8% | 0.01% | +25.0% |
| Q3 2021 | $796,000 | +124.2% | 27,543 | +126.7% | 0.01% | +100.0% |
| Q2 2021 | $355,000 | +20.7% | 12,151 | +10.5% | 0.00% | +33.3% |
| Q4 2020 | $294,000 | – | 10,994 | – | 0.00% | – |
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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% |