DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 85 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,936,207 | +12.2% | 67,605 | +2.3% | 0.27% | +15.5% |
| Q3 2023 | $1,724,957 | -2.0% | 66,065 | +2.6% | 0.23% | -7.9% |
| Q2 2023 | $1,759,517 | -4.3% | 64,404 | -5.6% | 0.25% | -13.1% |
| Q1 2023 | $1,838,152 | +20.9% | 68,206 | +12.4% | 0.29% | +8.6% |
| Q4 2022 | $1,519,978 | +0.9% | 60,702 | -13.1% | 0.27% | -29.4% |
| Q3 2022 | $1,507,000 | +19.0% | 69,864 | +33.2% | 0.38% | +5.9% |
| Q2 2022 | $1,266,000 | -38.6% | 52,457 | -28.4% | 0.36% | -30.5% |
| Q1 2022 | $2,061,000 | +110.5% | 73,220 | +121.1% | 0.51% | +101.6% |
| Q4 2021 | $979,000 | +36.9% | 33,110 | +33.9% | 0.26% | +9.0% |
| Q3 2021 | $715,000 | +10.0% | 24,731 | +11.1% | 0.23% | +14.1% |
| Q2 2021 | $650,000 | +36.3% | 22,255 | +30.0% | 0.20% | +19.2% |
| Q1 2021 | $477,000 | – | 17,117 | – | 0.17% | – |
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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% |