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 | $528,701 | -1.8% | 20,249 | +2.8% | 0.21% | -1.9% |
| Q2 2023 | $538,395 | +6.3% | 19,707 | +4.9% | 0.21% | +0.5% |
| Q1 2023 | $506,364 | +27.8% | 18,789 | +18.7% | 0.21% | +17.4% |
| Q4 2022 | $396,358 | -50.1% | 15,829 | -57.1% | 0.18% | -55.1% |
| Q3 2022 | $795,000 | -51.6% | 36,875 | -45.8% | 0.40% | -44.4% |
| Q2 2022 | $1,644,000 | -57.8% | 68,097 | -50.7% | 0.71% | -52.1% |
| Q1 2022 | $3,892,000 | -7.4% | 138,257 | -2.7% | 1.49% | -10.2% |
| Q4 2021 | $4,203,000 | +9.3% | 142,124 | +6.9% | 1.65% | 0.0% |
| Q3 2021 | $3,845,000 | +6.1% | 132,996 | +7.2% | 1.65% | +6.8% |
| Q2 2021 | $3,624,000 | +44.9% | 124,019 | +38.3% | 1.55% | +26.9% |
| Q1 2021 | $2,501,000 | +81.6% | 89,701 | +72.8% | 1.22% | +59.6% |
| Q4 2020 | $1,377,000 | – | 51,906 | – | 0.76% | – |
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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% |