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 | $13,943,136 | +1.5% | 534,015 | +6.2% | 4.64% | +2.1% |
| Q2 2023 | $13,743,138 | +10.1% | 503,043 | +8.6% | 4.54% | -0.2% |
| Q1 2023 | $12,482,691 | +32.3% | 463,180 | +23.0% | 4.55% | +16.4% |
| Q4 2022 | $9,432,193 | +24.1% | 376,685 | +6.9% | 3.91% | +2.8% |
| Q3 2022 | $7,600,000 | -26.5% | 352,326 | -17.7% | 3.80% | -21.2% |
| Q2 2022 | $10,340,000 | +45.8% | 428,315 | +70.1% | 4.82% | +43.0% |
| Q1 2022 | $7,090,000 | +211.6% | 251,852 | +227.4% | 3.37% | +168.5% |
| Q4 2021 | $2,275,000 | – | 76,928 | – | 1.26% | – |
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% |