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 | $12,078 | -8.5% | 462,567 | -4.2% | 0.05% | -11.5% |
| Q2 2023 | $13,198 | +3.8% | 483,075 | +2.4% | 0.05% | -10.3% |
| Q1 2023 | $12,710 | -0.4% | 471,631 | -7.5% | 0.06% | -9.4% |
| Q4 2022 | $12,761 | -99.9% | 509,640 | -38.3% | 0.06% | -39.6% |
| Q3 2022 | $17,806,000 | +14.9% | 825,482 | +28.6% | 0.11% | +11.6% |
| Q2 2022 | $15,496,000 | +89.4% | 641,908 | +120.9% | 0.10% | +97.9% |
| Q1 2022 | $8,182,000 | +18.5% | 290,649 | +24.4% | 0.05% | +11.6% |
| Q4 2021 | $6,907,000 | +6.4% | 233,575 | +4.0% | 0.04% | -4.4% |
| Q3 2021 | $6,490,000 | +12.0% | 224,500 | +13.2% | 0.04% | 0.0% |
| Q2 2021 | $5,796,000 | +38.8% | 198,367 | +32.4% | 0.04% | +18.4% |
| Q1 2021 | $4,176,000 | – | 149,814 | – | 0.04% | – |
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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% |