DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 57 filers reported holding DIMENSIONAL ETF TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,651,344 | -10.4% | 55,657 | -8.8% | 0.54% | -11.9% |
| Q1 2024 | $1,843,995 | -79.0% | 61,019 | -80.1% | 0.61% | -72.4% |
| Q4 2023 | $8,776,671 | +5.1% | 306,448 | -4.1% | 2.20% | -8.8% |
| Q3 2023 | $8,347,759 | -7.7% | 319,715 | -3.4% | 2.41% | -6.4% |
| Q2 2023 | $9,041,199 | +4.6% | 330,937 | +3.2% | 2.58% | -1.8% |
| Q1 2023 | $8,639,685 | +15.5% | 320,582 | +7.4% | 2.62% | +8.2% |
| Q4 2022 | $7,477,044 | +121.5% | 298,604 | +90.9% | 2.42% | +95.6% |
| Q3 2022 | $3,375,000 | +19.3% | 156,459 | +33.5% | 1.24% | +20.6% |
| Q2 2022 | $2,828,000 | +47.0% | 117,159 | +71.4% | 1.03% | +64.1% |
| Q1 2022 | $1,924,000 | -4.6% | 68,364 | +0.3% | 0.63% | -0.2% |
| Q4 2021 | $2,016,000 | +9.2% | 68,176 | +6.8% | 0.63% | +2.3% |
| Q3 2021 | $1,846,000 | +144.5% | 63,859 | +147.0% | 0.61% | +142.3% |
| Q2 2021 | $755,000 | +206.9% | 25,849 | +193.0% | 0.25% | +181.1% |
| Q1 2021 | $246,000 | – | 8,821 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,450,317 | $136,475,941 | 32.45% |
| Chico Wealth RIA | 935,505 | $23,425,045 | 26.20% |
| Cable Hill Partners, LLC | 4,408,558 | $110,390,299 | 19.77% |
| Moisand Fitzgerald Tamayo, LLC | 2,964,930 | $74,241,836 | 16.92% |
| RAM Investment Partners, LLC | 962,781 | $24,108,043 | 14.83% |
| Aquire Wealth Advisors, LLC | 830,859 | $20,804,709 | 10.35% |
| Spinnaker Investment Group, LLC | 1,043,219 | $26,122,196 | 9.29% |
| DecisionPoint Financial, LLC | 568,279 | $14,229,707 | 8.65% |
| Financial Alternatives, Inc | 323,593 | $8,102,760 | 8.05% |
| LEGACY FINANCIAL GROUP, INC. | 491,273 | $12,301,476 | 7.58% |