DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,678,561 | +18.0% | 408,984 | +23.4% | 4.50% | +19.0% |
| Q2 2023 | $9,053,155 | +14.8% | 331,375 | +13.2% | 3.78% | +8.1% |
| Q1 2023 | $7,886,361 | +21.0% | 292,629 | +12.5% | 3.50% | +8.7% |
| Q4 2022 | $6,515,678 | +108.2% | 260,211 | +79.3% | 3.22% | +102.5% |
| Q3 2022 | $3,129,605 | +251.5% | 145,091 | +293.4% | 1.59% | +256.3% |
| Q2 2022 | $890,363 | +36.8% | 36,883 | +59.6% | 0.45% | +28.5% |
| Q1 2022 | $650,672 | +223.0% | 23,114 | +239.3% | 0.35% | +100.6% |
| Q4 2021 | $201,461 | – | 6,813 | – | 0.17% | – |
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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% |