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 | $5,234,856 | +1.3% | 176,436 | +3.2% | 2.89% | -5.1% |
| Q1 2024 | $5,166,381 | +12.2% | 170,959 | +6.3% | 3.04% | -5.6% |
| Q4 2023 | $4,606,114 | +20.2% | 160,828 | +9.6% | 3.22% | +6.6% |
| 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 | 6,246,180 | $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% |