DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $745,265 | -20.3% | 28,543 | -16.6% | 0.57% | -18.1% |
| Q2 2023 | $934,778 | -10.9% | 34,216 | -9.8% | 0.70% | -15.0% |
| Q1 2023 | $1,049,121 | -8.4% | 37,943 | -17.0% | 0.82% | -15.2% |
| Q4 2022 | $1,145,176 | -2.3% | 45,734 | -15.8% | 0.97% | -11.3% |
| Q3 2022 | $1,172,000 | -25.1% | 54,316 | -11.9% | 1.09% | -14.1% |
| Q2 2022 | $1,564,000 | -19.8% | 61,665 | -10.9% | 1.27% | -14.0% |
| Q1 2022 | $1,949,000 | -11.4% | 69,221 | -7.0% | 1.48% | -10.4% |
| Q4 2021 | $2,201,000 | +21.9% | 74,441 | +20.4% | 1.65% | +9.0% |
| Q2 2021 | $1,806,000 | +38.8% | 61,821 | +32.5% | 1.51% | +24.8% |
| Q1 2021 | $1,301,000 | +173.3% | 46,648 | +160.1% | 1.21% | +135.6% |
| Q4 2020 | $476,000 | – | 17,937 | – | 0.51% | – |
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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% |