DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 445 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $411,989 | -38.7% | 13,886 | -37.6% | 0.22% | -37.4% |
| Q1 2024 | $671,999 | +5.3% | 22,237 | -0.2% | 0.34% | -3.4% |
| Q4 2023 | $638,300 | +1.3% | 22,287 | -7.7% | 0.36% | -11.6% |
| Q3 2023 | $630,374 | -27.6% | 24,143 | -24.2% | 0.40% | -27.9% |
| Q2 2023 | $870,470 | -1.3% | 31,862 | -2.7% | 0.56% | -1.9% |
| Q1 2023 | $882,343 | -15.9% | 32,740 | -21.9% | 0.57% | -21.3% |
| Q4 2022 | $1,049,326 | +36.8% | 41,906 | +17.9% | 0.73% | +19.8% |
| Q3 2022 | $767,000 | -31.0% | 35,551 | -22.8% | 0.61% | -26.9% |
| Q2 2022 | $1,111,000 | +31.3% | 46,025 | +53.2% | 0.83% | +9.9% |
| Q1 2022 | $846,000 | – | 30,039 | – | 0.75% | – |
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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% |