Orion Capital Management LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Orion Capital Management LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$8,546
-94.3%
327
-94.1%
0.01%
-94.0%
Q1 2023$149,330
+36.8%
5,541
+27.1%
0.10%
+25.0%
Q4 2022$109,187
+212.0%
4,361
+168.0%
0.08%
+185.7%
Q3 2022$35,000
+169.2%
1,627
+202.4%
0.03%
+180.0%
Q2 2022$13,0005380.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
SYM FINANCIAL Corp 6,376,069$166,479,15629.55%
Chico Wealth RIA 812,411$21,212,05125.37%
Cable Hill Partners, LLC 5,010,654$130,828,21417.66%
Moisand Fitzgerald Tamayo, LLC 3,081,145$80,448,68816.98%
Root Financial Partners, LLC 1,019,407$26,616,72114.10%
RAM Investment Partners, LLC 1,234,295$32,227,45513.63%
Arista Wealth Management, LLC 1,216,951$31,774,60012.44%
Aquire Wealth Advisors, LLC 1,006,540$26,280,75910.96%
Spinnaker Investment Group, LLC 1,105,557$28,866,0839.70%
Pioneer Wealth Management Group 471,606$12,313,6319.38%
View complete list of DIMENSIONAL ETF TRUST shareholders