DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,111,670 | +1.2% | 157,475 | +5.9% | 3.09% | +0.2% |
Q2 2023 | $4,062,757 | +1.2% | 148,710 | -0.2% | 3.08% | -4.6% |
Q1 2023 | $4,014,176 | -39.3% | 148,949 | -43.6% | 3.23% | -49.5% |
Q4 2022 | $6,613,214 | -11.6% | 264,106 | -23.8% | 6.40% | -18.2% |
Q3 2022 | $7,481,000 | -25.9% | 346,809 | -17.0% | 7.82% | -14.2% |
Q2 2022 | $10,091,000 | -2.6% | 418,040 | +13.6% | 9.12% | +12.3% |
Q1 2022 | $10,360,000 | +23.3% | 368,046 | +29.5% | 8.12% | -0.4% |
Q4 2021 | $8,404,000 | – | 284,215 | – | 8.16% | – |
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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% |