DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 445 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,005,711 | +134.5% | 943,907 | +138.8% | 7.37% | -19.2% |
| Q1 2024 | $11,944,755 | -60.7% | 395,260 | -62.7% | 9.12% | -18.0% |
| Q4 2023 | $30,388,652 | -4.4% | 1,061,056 | -12.8% | 11.13% | -10.5% |
| Q3 2023 | $31,774,600 | +5.2% | 1,216,951 | +10.0% | 12.44% | -0.9% |
| Q2 2023 | $30,210,999 | +201.9% | 1,105,820 | +197.8% | 12.55% | +130.0% |
| Q1 2023 | $10,006,736 | +293.6% | 371,307 | +265.7% | 5.46% | +240.1% |
| Q4 2022 | $2,542,171 | – | 101,524 | – | 1.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,450,317 | $136,475,941 | 32.45% |
| Chico Wealth RIA | 935,505 | $23,425,045 | 26.20% |
| Cable Hill Partners, LLC | 4,408,558 | $110,390,299 | 19.77% |
| Moisand Fitzgerald Tamayo, LLC | 2,964,930 | $74,241,836 | 16.92% |
| RAM Investment Partners, LLC | 962,781 | $24,108,043 | 14.83% |
| Aquire Wealth Advisors, LLC | 830,859 | $20,804,709 | 10.35% |
| Spinnaker Investment Group, LLC | 1,043,219 | $26,122,196 | 9.29% |
| DecisionPoint Financial, LLC | 568,279 | $14,229,707 | 8.65% |
| Financial Alternatives, Inc | 323,593 | $8,102,760 | 8.05% |
| LEGACY FINANCIAL GROUP, INC. | 491,273 | $12,301,476 | 7.58% |