DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,506,776 | -0.4% | 938,597 | +4.2% | 4.56% | +0.5% |
| Q2 2023 | $24,602,052 | +1.0% | 900,514 | -0.4% | 4.54% | -3.9% |
| Q1 2023 | $24,367,027 | +4.6% | 904,157 | -2.8% | 4.72% | -4.4% |
| Q4 2022 | $23,301,019 | +20.6% | 930,552 | +3.9% | 4.94% | +5.6% |
| Q3 2022 | $19,324,000 | +9.0% | 895,860 | +22.0% | 4.68% | +8.3% |
| Q2 2022 | $17,726,000 | +21.1% | 734,308 | +41.2% | 4.32% | +32.2% |
| Q1 2022 | $14,640,000 | +287.4% | 520,081 | +307.0% | 3.27% | +251.6% |
| Q4 2021 | $3,779,000 | +146.8% | 127,792 | +141.4% | 0.93% | +123.6% |
| Q3 2021 | $1,531,000 | – | 52,944 | – | 0.42% | – |
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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% |