DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,378,790 | +0.7% | 435,802 | +5.3% | 4.91% | +1.5% |
| Q2 2023 | $11,301,519 | +23.1% | 413,672 | +21.5% | 4.84% | +7.0% |
| Q1 2023 | $9,177,364 | +19.3% | 340,533 | +10.8% | 4.52% | +5.3% |
| Q4 2022 | $7,694,091 | +44.8% | 307,272 | +24.7% | 4.30% | +22.7% |
| Q3 2022 | $5,313,000 | +2.9% | 246,318 | +15.1% | 3.50% | +0.9% |
| Q2 2022 | $5,164,000 | -4.3% | 213,917 | +11.6% | 3.47% | -17.5% |
| Q1 2022 | $5,395,000 | +46.1% | 191,662 | +53.5% | 4.21% | +81.4% |
| Q4 2021 | $3,693,000 | – | 124,898 | – | 2.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,714,652 | $154,009,879 | 33.98% |
| Chico Wealth RIA | 766,076 | $20,645,748 | 26.56% |
| Cable Hill Partners, LLC | 4,642,781 | $125,122,940 | 20.36% |
| Moisand Fitzgerald Tamayo, LLC | 2,975,584 | $80,191,981 | 17.12% |
| RAM Investment Partners, LLC | 1,052,184 | $28,356,362 | 15.27% |
| Root Financial Partners, LLC | 761,611 | $20,525,423 | 14.64% |
| Aquire Wealth Advisors, LLC | 907,316 | $24,452,166 | 10.70% |
| Spinnaker Investment Group, LLC | 1,046,456 | $28,202,003 | 9.92% |
| Consilium Wealth Advisory, LLC | 423,482 | $11,412,840 | 9.73% |
| DecisionPoint Financial, LLC | 605,066 | $16,306,529 | 9.42% |