DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 354 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $55,452,933 | +11693.8% | 1,868,990 | +11972.0% | 0.95% | +4013.0% |
| Q1 2024 | $470,189 | +10.9% | 15,482 | +4.6% | 0.02% | 0.0% |
| Q4 2023 | $424,102 | -41.2% | 14,808 | -46.4% | 0.02% | +9.5% |
| Q3 2023 | $721,054 | +140.7% | 27,616 | +151.9% | 0.02% | +16.7% |
| Q2 2023 | $299,537 | +36.9% | 10,964 | +35.1% | 0.02% | +12.5% |
| Q1 2023 | $218,754 | +58.2% | 8,117 | +47.0% | 0.02% | +45.5% |
| Q4 2022 | $138,296 | – | 5,523 | – | 0.01% | – |
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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% |