DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is 442.62 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $42,041,877 | +4.0% | 1,416,983 | +5.9% | 12.20% | -4.0% |
| Q1 2024 | $40,431,785 | +12.7% | 1,337,915 | +6.8% | 12.71% | +1.7% |
| Q4 2023 | $35,868,159 | +11.3% | 1,252,380 | +1.5% | 12.51% | -8.2% |
| Q3 2023 | $32,227,455 | +0.5% | 1,234,295 | +5.1% | 13.63% | +1.6% |
| Q2 2023 | $32,077,281 | +13.1% | 1,174,132 | +11.6% | 13.41% | -12.1% |
| Q1 2023 | $28,356,362 | +17.6% | 1,052,184 | +9.3% | 15.27% | +2.9% |
| Q4 2022 | $24,108,043 | – | 962,781 | – | 14.83% | – |
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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% |