DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 317 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |