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 | $1,141,548 | -23.1% | 50,671 | -6.8% | 0.97% | -11.3% |
| Q2 2023 | $1,485,187 | -18.9% | 54,363 | +24.8% | 1.09% | -27.9% |
| Q1 2023 | $1,831,047 | -39.2% | 43,549 | -63.8% | 1.52% | -40.8% |
| Q4 2022 | $3,009,148 | +19.4% | 120,175 | +2.9% | 2.56% | +12.9% |
| Q3 2022 | $2,520,000 | -0.5% | 116,741 | +11.2% | 2.27% | +3.4% |
| Q2 2022 | $2,532,000 | -11.6% | 104,938 | +3.2% | 2.20% | +4.2% |
| Q1 2022 | $2,865,000 | +16.6% | 101,638 | +22.2% | 2.11% | +10.0% |
| Q4 2021 | $2,457,000 | – | 83,206 | – | 1.92% | – |
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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% |