DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 234 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,866,083 | -1.3% | 1,105,557 | +3.7% | 9.70% | +0.7% |
| Q2 2023 | $29,252,437 | +3.7% | 1,066,368 | +1.9% | 9.63% | -2.9% |
| Q1 2023 | $28,202,003 | +8.0% | 1,046,456 | +0.3% | 9.92% | +6.7% |
| Q4 2022 | $26,122,196 | +19.9% | 1,043,219 | +3.4% | 9.29% | +8.9% |
| Q3 2022 | $21,794,000 | +6.6% | 1,009,041 | +19.1% | 8.53% | +2.4% |
| Q2 2022 | $20,451,000 | -15.2% | 847,168 | +0.8% | 8.33% | +6.2% |
| Q1 2022 | $24,121,000 | +1.3% | 840,149 | +3.7% | 7.85% | -6.1% |
| Q4 2021 | $23,823,000 | – | 810,479 | – | 8.36% | – |
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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% |