DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 482 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,324,261 | -1.1% | 44,633 | +0.8% | 0.93% | -4.1% |
| Q1 2024 | $1,338,387 | +5.9% | 44,288 | +0.4% | 0.97% | -18.8% |
| Q4 2023 | $1,263,910 | +93.6% | 44,131 | +76.5% | 1.19% | +67.6% |
| Q3 2023 | $652,910 | +2.3% | 25,006 | +7.0% | 0.71% | +9.7% |
| Q2 2023 | $638,381 | -1.4% | 23,367 | -2.7% | 0.65% | 0.0% |
| Q1 2023 | $647,410 | +7.0% | 24,023 | -0.6% | 0.65% | +2.4% |
| Q4 2022 | $605,270 | – | 24,172 | – | 0.63% | – |
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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% |