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 | $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 | 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% |