DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,714,651 | +3.8% | 105,640 | +8.5% | 0.14% | -59.5% |
Q2 2023 | $2,614,653 | -12.8% | 97,380 | -12.2% | 0.34% | +122.5% |
Q1 2023 | $2,999,654 | +13.1% | 110,869 | +4.7% | 0.15% | +22.8% |
Q4 2022 | $2,651,611 | +249.8% | 105,895 | +201.4% | 0.12% | +173.3% |
Q3 2022 | $758,000 | -1.6% | 35,133 | +10.2% | 0.04% | 0.0% |
Q2 2022 | $770,000 | -27.9% | 31,889 | -15.9% | 0.04% | +15.4% |
Q1 2022 | $1,068,000 | -71.1% | 37,928 | -69.7% | 0.04% | -71.1% |
Q4 2021 | $3,697,000 | – | 125,028 | – | 0.14% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SYM FINANCIAL Corp | 6,376,069 | $166,479,156 | 29.55% |
Chico Wealth RIA | 812,411 | $21,212,051 | 25.37% |
Cable Hill Partners, LLC | 5,010,654 | $130,828,214 | 17.66% |
Moisand Fitzgerald Tamayo, LLC | 3,081,145 | $80,448,688 | 16.98% |
Root Financial Partners, LLC | 1,019,407 | $26,616,721 | 14.10% |
RAM Investment Partners, LLC | 1,234,295 | $32,227,455 | 13.63% |
Arista Wealth Management, LLC | 1,216,951 | $31,774,600 | 12.44% |
Aquire Wealth Advisors, LLC | 1,006,540 | $26,280,759 | 10.96% |
Spinnaker Investment Group, LLC | 1,105,557 | $28,866,083 | 9.70% |
Pioneer Wealth Management Group | 471,606 | $12,313,631 | 9.38% |