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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $6,324,514 | +32.3% | 231,498 | +30.5% | 3.62% | +19.8% |
Q1 2023 | $4,781,592 | +13.8% | 177,425 | +5.8% | 3.02% | +4.1% |
Q4 2022 | $4,200,016 | +42.5% | 167,732 | +22.8% | 2.90% | +31.7% |
Q3 2022 | $2,947,000 | +17.8% | 136,641 | +31.9% | 2.20% | +21.1% |
Q2 2022 | $2,501,000 | +8.1% | 103,624 | +26.0% | 1.82% | +1.2% |
Q1 2022 | $2,314,000 | – | 82,219 | – | 1.80% | – |
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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% |