DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 354 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,374,514 | +2.0% | 538,104 | +1.3% | 0.74% | +10.3% |
| Q1 2024 | $16,056,640 | +9.1% | 531,325 | +3.4% | 0.67% | -14.6% |
| Q4 2023 | $14,722,038 | +13.9% | 514,038 | +0.2% | 0.78% | -0.6% |
| Q3 2023 | $12,928,412 | -4.6% | 513,032 | +5.6% | 0.79% | +28.8% |
| Q2 2023 | $13,548,079 | +4.9% | 485,943 | +4.4% | 0.61% | -49.4% |
| Q1 2023 | $12,920,396 | +10.6% | 465,600 | +7.6% | 1.21% | +2.2% |
| Q4 2022 | $11,685,215 | +36.3% | 432,786 | +13.7% | 1.18% | +24.0% |
| Q3 2022 | $8,574,000 | – | 380,739 | – | 0.95% | – |
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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% |