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 | $2,355,567 | -21.2% | 79,392 | -19.7% | 0.22% | -20.5% |
| Q1 2024 | $2,987,616 | +3.4% | 98,862 | -2.0% | 0.28% | -11.6% |
| Q4 2023 | $2,889,305 | +6.9% | 100,884 | -2.5% | 0.32% | -6.2% |
| Q3 2023 | $2,702,887 | -3.9% | 103,519 | +0.6% | 0.34% | -1.2% |
| Q2 2023 | $2,811,628 | +3.1% | 102,915 | +1.8% | 0.34% | -3.6% |
| Q1 2023 | $2,725,783 | +7.7% | 101,142 | +0.1% | 0.36% | +1.4% |
| Q4 2022 | $2,530,823 | +71.0% | 101,071 | +47.3% | 0.35% | +52.8% |
| Q3 2022 | $1,480,000 | -9.5% | 68,626 | +1.2% | 0.23% | -6.9% |
| Q2 2022 | $1,636,000 | +247.3% | 67,788 | +304.8% | 0.25% | +275.8% |
| Q1 2022 | $471,000 | -4.7% | 16,744 | +0.2% | 0.07% | +1.5% |
| Q4 2021 | $494,000 | – | 16,715 | – | 0.06% | – |
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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% |