DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 482 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,399,423 | -0.7% | 47,166 | +1.1% | 0.86% | -3.4% |
| Q1 2024 | $1,409,254 | +6.7% | 46,633 | +1.2% | 0.89% | -6.3% |
| Q4 2023 | $1,320,199 | +15.8% | 46,096 | +5.5% | 0.95% | +2.0% |
| Q3 2023 | $1,140,482 | -3.5% | 43,679 | +1.0% | 0.93% | -0.3% |
| Q2 2023 | $1,181,641 | +9.1% | 43,251 | +7.6% | 0.93% | +1.9% |
| Q1 2023 | $1,083,521 | +114195.5% | 40,204 | +6.2% | 0.91% | +10.0% |
| Q4 2022 | $948 | -99.8% | 37,841 | +45.1% | 0.83% | +58.7% |
| Q3 2022 | $563,000 | -30.4% | 26,081 | -92.2% | 0.52% | -30.8% |
| Q2 2022 | $809,000 | +32.0% | 335,110 | +1438.8% | 0.76% | +37.7% |
| Q1 2022 | $613,000 | +68.4% | 21,777 | +77.1% | 0.55% | +70.5% |
| Q4 2021 | $364,000 | – | 12,295 | – | 0.32% | – |
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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% |