DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 110 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,865,233 | -7.9% | 186,336 | -3.7% | 4.16% | -2.2% |
| Q2 2023 | $5,284,398 | +6.3% | 193,426 | +4.8% | 4.25% | +2.2% |
| Q1 2023 | $4,973,353 | +11.6% | 184,540 | +3.7% | 4.16% | +3.2% |
| Q4 2022 | $4,457,471 | +64.0% | 178,014 | +41.3% | 4.03% | +52.5% |
| Q3 2022 | $2,718,000 | +9.2% | 126,018 | +22.2% | 2.65% | +13.9% |
| Q2 2022 | $2,489,000 | +22.9% | 103,106 | +43.3% | 2.32% | +32.9% |
| Q1 2022 | $2,025,000 | +19.0% | 71,935 | +25.1% | 1.75% | +23.3% |
| Q4 2021 | $1,701,000 | +107.2% | 57,515 | +102.4% | 1.42% | +96.4% |
| Q3 2021 | $821,000 | +30.3% | 28,411 | +31.9% | 0.72% | +30.3% |
| Q2 2021 | $630,000 | – | 21,546 | – | 0.55% | – |
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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% |