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 | $1,663,054 | +1.8% | 56,052 | +3.7% | 0.86% | +4.0% |
| Q1 2024 | $1,633,726 | +21.1% | 54,061 | +14.7% | 0.82% | +10.3% |
| Q4 2023 | $1,349,615 | +31.5% | 47,123 | +19.9% | 0.75% | +14.0% |
| Q3 2023 | $1,026,152 | +10.0% | 39,301 | +15.1% | 0.66% | +1.4% |
| Q2 2023 | $933,082 | +29.6% | 34,154 | +27.9% | 0.65% | +21.0% |
| Q1 2023 | $719,951 | +27.8% | 26,714 | +18.8% | 0.53% | 0.0% |
| Q4 2022 | $563,249 | +48.2% | 22,494 | +27.7% | 0.53% | +22.2% |
| Q3 2022 | $380,000 | +14.5% | 17,621 | +28.1% | 0.44% | +21.7% |
| Q2 2022 | $332,000 | -35.8% | 13,761 | -25.1% | 0.36% | -34.8% |
| Q1 2022 | $517,000 | +28.9% | 18,364 | +35.5% | 0.55% | +30.0% |
| Q4 2021 | $401,000 | – | 13,553 | – | 0.42% | – |
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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% |