DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,122,923 | +5.9% | 157,906 | +10.8% | 5.37% | -0.8% |
Q2 2023 | $3,893,520 | +14.6% | 142,515 | +13.0% | 5.41% | +17.2% |
Q1 2023 | $3,398,422 | +7.9% | 126,101 | +0.2% | 4.61% | +2.6% |
Q4 2022 | $3,150,908 | +20.7% | 125,835 | +4.0% | 4.50% | +13.7% |
Q3 2022 | $2,610,000 | +48.2% | 121,010 | +65.9% | 3.96% | +54.4% |
Q2 2022 | $1,761,000 | -10.2% | 72,955 | +0.7% | 2.56% | +9.3% |
Q1 2022 | $1,961,000 | +43.9% | 72,440 | +57.2% | 2.34% | +49.6% |
Q4 2021 | $1,363,000 | – | 46,085 | – | 1.57% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SYM FINANCIAL Corp | 6,376,069 | $166,479,156 | 29.55% |
Chico Wealth RIA | 812,411 | $21,212,051 | 25.37% |
Cable Hill Partners, LLC | 5,010,654 | $130,828,214 | 17.66% |
Moisand Fitzgerald Tamayo, LLC | 3,081,145 | $80,448,688 | 16.98% |
Root Financial Partners, LLC | 1,019,407 | $26,616,721 | 14.10% |
RAM Investment Partners, LLC | 1,234,295 | $32,227,455 | 13.63% |
Arista Wealth Management, LLC | 1,216,951 | $31,774,600 | 12.44% |
Aquire Wealth Advisors, LLC | 1,006,540 | $26,280,759 | 10.96% |
Spinnaker Investment Group, LLC | 1,105,557 | $28,866,083 | 9.70% |
Pioneer Wealth Management Group | 471,606 | $12,313,631 | 9.38% |