DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 247 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $422,251 | -21.4% | 16,172 | -17.8% | 0.07% | -27.8% |
| Q2 2023 | $537,220 | -15.7% | 19,664 | -16.9% | 0.10% | -22.4% |
| Q1 2023 | $637,394 | +6.6% | 23,651 | -1.0% | 0.12% | -13.8% |
| Q4 2022 | $597,955 | -15.4% | 23,880 | -27.1% | 0.14% | -28.9% |
| Q3 2022 | $706,525 | -24.7% | 32,755 | -15.7% | 0.20% | -22.1% |
| Q2 2022 | $938,515 | -51.0% | 38,878 | -42.8% | 0.26% | -58.2% |
| Q1 2022 | $1,913,960 | +90.7% | 67,991 | +100.3% | 0.63% | +6.8% |
| Q4 2021 | $1,003,610 | +5.1% | 33,940 | +2.8% | 0.59% | -4.9% |
| Q3 2021 | $954,851 | +42.2% | 33,028 | +43.8% | 0.62% | +11.2% |
| Q2 2021 | $671,267 | – | 22,973 | – | 0.56% | – |
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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% |