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 | $2,170,466 | -5.2% | 83,128 | -0.8% | 1.96% | -2.0% |
| Q2 2023 | $2,290,355 | +0.9% | 83,834 | -0.4% | 2.00% | -5.0% |
| Q1 2023 | $2,268,930 | +14.4% | 84,190 | +7.1% | 2.11% | +5.2% |
| Q4 2022 | $1,983,195 | +21.4% | 78,620 | +4.7% | 2.00% | +8.7% |
| Q3 2022 | $1,633,000 | +54.2% | 75,109 | +73.5% | 1.84% | +61.6% |
| Q2 2022 | $1,059,000 | -14.5% | 43,298 | -0.3% | 1.14% | -0.1% |
| Q1 2022 | $1,239,000 | -10.0% | 43,442 | -5.5% | 1.14% | -3.7% |
| Q4 2021 | $1,377,000 | – | 45,986 | – | 1.19% | – |
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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% |