DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 248 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $14,469,770 | +7.8% | 486,052 | +3.7% | 5.25% | +2.7% |
Q4 2023 | $13,427,864 | +18.0% | 468,850 | +7.6% | 5.11% | +4.1% |
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% |