DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 482 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $809,279 | +3.1% | 27,276 | +5.0% | 0.29% | +6.2% |
| Q1 2024 | $784,934 | +13.4% | 25,974 | +7.5% | 0.27% | +3.0% |
| Q4 2023 | $692,172 | +20.8% | 24,168 | +10.1% | 0.26% | +7.7% |
| Q3 2023 | $573,010 | +5.8% | 21,946 | +10.7% | 0.25% | +9.8% |
| Q2 2023 | $541,810 | +3.3% | 19,832 | +1.9% | 0.22% | -3.9% |
| Q1 2023 | $524,743 | +14.4% | 19,471 | +6.3% | 0.23% | +3.6% |
| Q4 2022 | $458,633 | +14.4% | 18,316 | -1.6% | 0.22% | -8.5% |
| Q3 2022 | $401,000 | -10.1% | 18,607 | +0.6% | 0.25% | -7.5% |
| Q2 2022 | $446,000 | -21.1% | 18,496 | -7.6% | 0.27% | -16.1% |
| Q1 2022 | $565,000 | +2.5% | 20,021 | +7.3% | 0.32% | -29.1% |
| Q4 2021 | $551,000 | – | 18,666 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,246,180 | $170,645,635 | 34.59% |
| Chico Wealth RIA | 786,315 | $21,482,126 | 25.60% |
| Cable Hill Partners, LLC | 4,820,643 | $131,699,972 | 17.18% |
| Moisand Fitzgerald Tamayo, LLC | 3,022,075 | $82,563,098 | 16.88% |
| Root Financial Partners, LLC | 889,038 | $24,288,515 | 14.46% |
| RAM Investment Partners, LLC | 1,174,132 | $32,077,281 | 13.41% |
| Plan Group Financial, LLC | 584,902 | $16,008,710 | 13.37% |
| Arista Wealth Management, LLC | 1,105,820 | $30,210,999 | 12.55% |
| Aquire Wealth Advisors, LLC | 984,705 | $26,902,141 | 10.73% |
| Spinnaker Investment Group, LLC | 1,066,368 | $29,252,437 | 9.63% |