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 | $15,666 | -1.8% | 528 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $15,957 | +5.5% | 528 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $15,122 | +9.7% | 528 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $13,787 | -4.4% | 528 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $14,425 | +1.2% | 528 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $14,257 | +7.6% | 529 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,246 | +20.4% | 529 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -8.3% | 529 | +22.2% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 433 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | – | 432 | – | 0.00% | – |
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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% |