DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 351 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,046,673 | -1.4% | 35,277 | +0.5% | 0.75% | -4.0% |
| Q1 2024 | $1,061,172 | -30.2% | 35,115 | -33.9% | 0.78% | -32.8% |
| Q4 2023 | $1,521,144 | +14.8% | 53,113 | +4.7% | 1.16% | +9.2% |
| Q3 2023 | $1,325,137 | -15.8% | 50,752 | -11.9% | 1.06% | -11.4% |
| Q2 2023 | $1,574,707 | +1.4% | 57,639 | +0.0% | 1.20% | -4.3% |
| Q1 2023 | $1,553,118 | -7.8% | 57,630 | -14.4% | 1.25% | -17.9% |
| Q4 2022 | $1,685,372 | – | 67,307 | – | 1.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,237,518 | $185,067,160 | 29.50% |
| Chico Wealth RIA | 871,625 | $25,861,114 | 23.70% |
| Cable Hill Partners, LLC | 5,466,015 | $162,176,659 | 17.60% |
| Monument Group Wealth Advisors, LLC | 767,323 | $22,766,460 | 15.31% |
| Moisand Fitzgerald Tamayo, LLC | 3,432,784 | $101,850,704 | 15.25% |
| Kure Advisory, LLC | 593,268 | $17,602,253 | 14.45% |
| Keyes, Stange & Wooten Wealth Management, LLC | 664,359 | $19,711,532 | 13.72% |
| Pioneer Wealth Management Group | 862,331 | $25,585,366 | 13.59% |
| Valued Wealth Advisors LLC | 631,774 | $18,744,715 | 12.87% |
| Root Financial Partners, LLC | 1,822,264 | $54,066,570 | 12.66% |