DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 85 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $936,043 | +2.6% | 35,850 | +7.4% | 0.04% | +5.9% |
| Q2 2023 | $912,140 | +11.1% | 33,387 | +9.6% | 0.03% | +6.2% |
| Q1 2023 | $821,214 | +387265.1% | 30,472 | +260.0% | 0.03% | +166.7% |
| Q4 2022 | $212 | -99.7% | 8,465 | +171.7% | 0.01% | +200.0% |
| Q3 2022 | $67,000 | -67.3% | 3,115 | -63.4% | 0.00% | -50.0% |
| Q2 2022 | $205,000 | -14.6% | 8,509 | 0.0% | 0.01% | +33.3% |
| Q1 2022 | $240,000 | -4.8% | 8,509 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $252,000 | +24.1% | 8,509 | +21.4% | 0.01% | +20.0% |
| Q3 2021 | $203,000 | +35.3% | 7,009 | +36.3% | 0.01% | +25.0% |
| Q2 2021 | $150,000 | +1263.6% | 5,144 | +1186.0% | 0.00% | – |
| Q1 2021 | $11,000 | – | 400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,246,180 | $170,645,635 | 34.59% |
| Chico Wealth RIA | 786,315 | $21,482,126 | 25.60% |
| Cable Hill Partners, LLC | 4,820,643 | $131,699,972 | 17.18% |
| Moisand Fitzgerald Tamayo, LLC | 3,022,075 | $82,563,098 | 16.88% |
| Root Financial Partners, LLC | 889,038 | $24,288,515 | 14.46% |
| RAM Investment Partners, LLC | 1,174,132 | $32,077,281 | 13.41% |
| Plan Group Financial, LLC | 584,902 | $16,008,710 | 13.37% |
| Arista Wealth Management, LLC | 1,105,820 | $30,210,999 | 12.55% |
| Aquire Wealth Advisors, LLC | 984,705 | $26,902,141 | 10.73% |
| Spinnaker Investment Group, LLC | 1,066,368 | $29,252,437 | 9.63% |