DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,921,994 | -5.5% | 111,911 | -1.1% | 1.74% | -0.9% |
| Q2 2023 | $3,091,099 | +0.1% | 113,144 | -1.3% | 1.76% | -4.8% |
| Q1 2023 | $3,088,750 | +18.8% | 114,610 | +10.4% | 1.84% | +0.3% |
| Q4 2022 | $2,600,125 | +461.6% | 103,839 | +384.1% | 1.84% | +358.4% |
| Q3 2022 | $463,000 | +7.7% | 21,452 | +20.4% | 0.40% | +9.3% |
| Q2 2022 | $430,000 | +45.8% | 17,812 | +69.7% | 0.37% | +53.6% |
| Q1 2022 | $295,000 | – | 10,496 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,714,652 | $154,009,879 | 33.98% |
| Chico Wealth RIA | 766,076 | $20,645,748 | 26.56% |
| Cable Hill Partners, LLC | 4,642,781 | $125,122,940 | 20.36% |
| Moisand Fitzgerald Tamayo, LLC | 2,975,584 | $80,191,981 | 17.12% |
| RAM Investment Partners, LLC | 1,052,184 | $28,356,362 | 15.27% |
| Root Financial Partners, LLC | 761,611 | $20,525,423 | 14.64% |
| Aquire Wealth Advisors, LLC | 907,316 | $24,452,166 | 10.70% |
| Spinnaker Investment Group, LLC | 1,046,456 | $28,202,003 | 9.92% |
| Consilium Wealth Advisory, LLC | 423,482 | $11,412,840 | 9.73% |
| DecisionPoint Financial, LLC | 605,066 | $16,306,529 | 9.42% |