DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 351 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,896,355 | +6.5% | 165,027 | +8.5% | 1.12% | +8.6% |
| Q1 2024 | $4,595,436 | +10.3% | 152,066 | +4.6% | 1.04% | +4.2% |
| Q4 2023 | $4,165,115 | -66.5% | 145,430 | -69.5% | 0.99% | -71.7% |
| Q3 2023 | $12,444,783 | +306.8% | 476,630 | +325.6% | 3.50% | +26.6% |
| Q2 2023 | $3,059,548 | -40.2% | 111,997 | -41.0% | 2.77% | -10.4% |
| Q1 2023 | $5,113,657 | +101.7% | 189,747 | +87.4% | 3.09% | +311.3% |
| Q4 2022 | $2,535,023 | +21.0% | 101,234 | +4.2% | 0.75% | +10.1% |
| Q3 2022 | $2,095,000 | -10.9% | 97,125 | -0.3% | 0.68% | -16.8% |
| Q2 2022 | $2,352,000 | -22.2% | 97,431 | -9.3% | 0.82% | -27.7% |
| Q1 2022 | $3,024,000 | -7.9% | 107,390 | -3.3% | 1.13% | -5.7% |
| Q4 2021 | $3,283,000 | +564.6% | 111,008 | +549.5% | 1.20% | +451.4% |
| Q3 2021 | $494,000 | +131.9% | 17,091 | +134.3% | 0.22% | +75.8% |
| Q2 2021 | $213,000 | – | 7,296 | – | 0.12% | – |
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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% |