DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 318 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $246,825 | +0.2% | 8,319 | +2.0% | 0.00% | 0.0% |
| Q1 2024 | $246,384 | -25.8% | 8,153 | -29.7% | 0.00% | -40.0% |
| Q4 2023 | $332,109 | +9.7% | 11,596 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $302,772 | -38.3% | 11,596 | -35.4% | 0.01% | -37.5% |
| Q2 2023 | $490,361 | +7.0% | 17,949 | +5.5% | 0.01% | 0.0% |
| Q1 2023 | $458,445 | -6.1% | 17,011 | -12.7% | 0.01% | -11.1% |
| Q4 2022 | $488,168 | +49.3% | 19,496 | +43.8% | 0.01% | +28.6% |
| Q2 2022 | $327,000 | -40.9% | 13,554 | -30.9% | 0.01% | -30.0% |
| Q1 2022 | $553,000 | – | 19,629 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,450,317 | $136,475,941 | 32.45% |
| Chico Wealth RIA | 935,505 | $23,425,045 | 26.20% |
| Cable Hill Partners, LLC | 4,408,558 | $110,390,299 | 19.77% |
| Moisand Fitzgerald Tamayo, LLC | 2,964,930 | $74,241,836 | 16.92% |
| RAM Investment Partners, LLC | 962,781 | $24,108,043 | 14.83% |
| Aquire Wealth Advisors, LLC | 830,859 | $20,804,709 | 10.35% |
| Spinnaker Investment Group, LLC | 1,043,219 | $26,122,196 | 9.29% |
| DecisionPoint Financial, LLC | 568,279 | $14,229,707 | 8.65% |
| Financial Alternatives, Inc | 323,593 | $8,102,760 | 8.05% |
| LEGACY FINANCIAL GROUP, INC. | 491,273 | $12,301,476 | 7.58% |