DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,830,938 | +12.4% | 146,723 | +17.6% | 3.03% | +12.5% |
| Q2 2023 | $3,408,998 | +18.0% | 124,780 | +16.4% | 2.69% | +8.9% |
| Q1 2023 | $2,890,118 | +17.2% | 107,240 | +8.9% | 2.47% | +10.0% |
| Q4 2022 | $2,466,816 | +27.3% | 98,515 | +9.7% | 2.24% | +11.9% |
| Q3 2022 | $1,938,000 | +496.3% | 89,832 | +566.3% | 2.01% | +497.0% |
| Q2 2022 | $325,000 | -14.7% | 13,483 | -0.3% | 0.34% | -2.9% |
| Q1 2022 | $381,000 | +26.6% | 13,520 | +32.8% | 0.35% | +30.1% |
| Q4 2021 | $301,000 | – | 10,181 | – | 0.27% | – |
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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% |