DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,730,675 | +6.1% | 66,284 | +11.1% | 0.71% | +5.8% |
| Q2 2023 | $1,630,676 | +8.1% | 59,688 | +6.6% | 0.68% | +2.3% |
| Q1 2023 | $1,509,065 | +16.4% | 55,995 | +8.2% | 0.66% | -4.2% |
| Q4 2022 | $1,296,421 | +28.5% | 51,774 | +10.7% | 0.69% | +7.2% |
| Q3 2022 | $1,009,000 | -23.8% | 46,784 | -14.7% | 0.64% | -22.3% |
| Q2 2022 | $1,325,000 | +134.9% | 54,874 | +174.1% | 0.83% | +119.6% |
| Q1 2022 | $564,000 | – | 20,018 | – | 0.38% | – |
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% |