DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
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% |