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 | $3,668,751 | -0.4% | 140,511 | +4.3% | 3.16% | +3.1% |
Q2 2023 | $3,681,646 | +9.7% | 134,760 | +8.2% | 3.06% | +3.0% |
Q1 2023 | $3,356,451 | +26.2% | 124,544 | +17.2% | 2.97% | +20.2% |
Q4 2022 | $2,660,180 | +27.7% | 106,237 | +10.0% | 2.47% | +12.8% |
Q3 2022 | $2,083,000 | -16.8% | 96,549 | +8.6% | 2.19% | -7.3% |
Q2 2022 | $2,503,000 | -19.2% | 88,935 | -15.1% | 2.37% | -14.7% |
Q1 2022 | $3,098,000 | +0.3% | 104,764 | +0.3% | 2.78% | -0.8% |
Q4 2021 | $3,088,000 | – | 104,420 | – | 2.80% | – |
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% |