DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,498,945 | -5.0% | 248,738 | -0.6% | 4.39% | -2.5% |
| Q2 2023 | $6,839,649 | +135.0% | 250,273 | -93.8% | 4.50% | +89.7% |
| Q1 2023 | $2,910,896 | -54.1% | 4,056,679 | +1505.6% | 2.37% | -39.8% |
| Q4 2022 | $6,337,686 | -17.1% | 252,655 | -28.6% | 3.94% | -21.9% |
| Q3 2022 | $7,646,000 | -16.2% | 353,675 | -6.5% | 5.04% | -3.9% |
| Q2 2022 | $9,126,000 | -15.6% | 378,195 | -1.2% | 5.25% | -2.2% |
| Q1 2022 | $10,812,000 | -3.0% | 382,600 | +1.7% | 5.37% | -4.3% |
| Q4 2021 | $11,146,000 | +45.3% | 376,030 | +42.0% | 5.61% | +27.7% |
| Q3 2021 | $7,670,000 | +11.0% | 264,745 | +11.8% | 4.39% | +2.0% |
| Q2 2021 | $6,911,000 | +15.6% | 236,715 | +11.8% | 4.31% | +20.0% |
| Q1 2021 | $5,980,000 | +251.1% | 211,795 | +238.7% | 3.59% | +176.9% |
| Q4 2020 | $1,703,000 | – | 62,530 | – | 1.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,246,180 | $170,645,635 | 34.59% |
| Chico Wealth RIA | 786,315 | $21,482,126 | 25.60% |
| Cable Hill Partners, LLC | 4,820,643 | $131,699,972 | 17.18% |
| Moisand Fitzgerald Tamayo, LLC | 3,022,075 | $82,563,098 | 16.88% |
| Root Financial Partners, LLC | 889,038 | $24,288,515 | 14.46% |
| RAM Investment Partners, LLC | 1,174,132 | $32,077,281 | 13.41% |
| Plan Group Financial, LLC | 584,902 | $16,008,710 | 13.37% |
| Arista Wealth Management, LLC | 1,105,820 | $30,210,999 | 12.55% |
| Aquire Wealth Advisors, LLC | 984,705 | $26,902,141 | 10.73% |
| Spinnaker Investment Group, LLC | 1,066,368 | $29,252,437 | 9.63% |