DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 236 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,171 | -1.1% | 140,494 | +0.6% | 0.34% | -52.3% |
| Q1 2024 | $4,219 | +2.7% | 139,623 | -2.7% | 0.71% | -4.2% |
| Q4 2023 | $4,110 | +14.5% | 143,502 | +4.4% | 0.74% | +29.4% |
| Q3 2023 | $3,588 | +10.4% | 137,433 | +15.5% | 0.57% | +37.8% |
| Q2 2023 | $3,250 | +4.1% | 118,951 | +2.7% | 0.42% | -26.9% |
| Q1 2023 | $3,122 | +17.0% | 115,835 | +8.7% | 0.57% | -6.1% |
| Q4 2022 | $2,668 | -99.4% | 106,544 | -77.2% | 0.60% | +465.4% |
| Q3 2022 | $467,000 | +65.0% | 466,973 | +3886.8% | 0.11% | +148.8% |
| Q2 2022 | $283,000 | +6975.0% | 11,713 | -90.5% | 0.04% | +152.9% |
| Q1 2022 | $4,000 | – | 123,325 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,450,317 | $136,475,941 | 32.45% |
| Chico Wealth RIA | 935,505 | $23,425,045 | 26.20% |
| Cable Hill Partners, LLC | 4,408,558 | $110,390,299 | 19.77% |
| Moisand Fitzgerald Tamayo, LLC | 2,964,930 | $74,241,836 | 16.92% |
| RAM Investment Partners, LLC | 962,781 | $24,108,043 | 14.83% |
| Aquire Wealth Advisors, LLC | 830,859 | $20,804,709 | 10.35% |
| Spinnaker Investment Group, LLC | 1,043,219 | $26,122,196 | 9.29% |
| DecisionPoint Financial, LLC | 568,279 | $14,229,707 | 8.65% |
| Financial Alternatives, Inc | 323,593 | $8,102,760 | 8.05% |
| LEGACY FINANCIAL GROUP, INC. | 491,273 | $12,301,476 | 7.58% |