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% | – |
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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% |