DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 57 filers reported holding DIMENSIONAL ETF TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,785 | +3.8% | 1,600,336 | +8.6% | 0.09% | +6.1% |
| Q2 2023 | $40,252 | +23.8% | 1,473,347 | +22.1% | 0.08% | +20.6% |
| Q1 2023 | $32,521 | +23.5% | 1,206,742 | +14.8% | 0.07% | +7.9% |
| Q4 2022 | $26,327 | -99.9% | 1,051,405 | -4.3% | 0.06% | +3.3% |
| Q3 2022 | $23,704,000 | -22.8% | 1,098,933 | -13.6% | 0.06% | -23.8% |
| Q2 2022 | $30,714,000 | -19.6% | 1,272,334 | -6.3% | 0.08% | -8.0% |
| Q1 2022 | $38,223,000 | +1.2% | 1,357,848 | +6.3% | 0.09% | +2.4% |
| Q4 2021 | $37,780,000 | +607.6% | 1,277,674 | +591.8% | 0.08% | +553.8% |
| Q3 2021 | $5,339,000 | +85.7% | 184,688 | +87.7% | 0.01% | +85.7% |
| Q2 2021 | $2,875,000 | +83.9% | 98,419 | +75.5% | 0.01% | +75.0% |
| Q1 2021 | $1,563,000 | – | 56,068 | – | 0.00% | – |
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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% |