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 | $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 | 6,376,069 | $166,479,156 | 29.55% |
| Chico Wealth RIA | 812,411 | $21,212,051 | 25.37% |
| Cable Hill Partners, LLC | 5,010,654 | $130,828,214 | 17.66% |
| Moisand Fitzgerald Tamayo, LLC | 3,081,145 | $80,448,688 | 16.98% |
| Root Financial Partners, LLC | 1,019,407 | $26,616,721 | 14.10% |
| RAM Investment Partners, LLC | 1,234,295 | $32,227,455 | 13.63% |
| Arista Wealth Management, LLC | 1,216,951 | $31,774,600 | 12.44% |
| Aquire Wealth Advisors, LLC | 1,006,540 | $26,280,759 | 10.96% |
| Spinnaker Investment Group, LLC | 1,105,557 | $28,866,083 | 9.70% |
| Pioneer Wealth Management Group | 471,606 | $12,313,631 | 9.38% |