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 | $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 | 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% |