DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,076 | +16.1% | 22,523 | +21.4% | 0.00% | – |
| Q2 2023 | $506,731 | +235.9% | 18,548 | +231.3% | 0.00% | – |
| Q1 2023 | $150,866 | -12.3% | 5,598 | -18.5% | 0.00% | – |
| Q4 2022 | $172,000 | -70.3% | 6,869 | -74.4% | 0.00% | – |
| Q3 2022 | $580,000 | -14.2% | 26,869 | -4.1% | 0.00% | – |
| Q2 2022 | $676,000 | +106.1% | 28,018 | +140.3% | 0.00% | – |
| Q1 2022 | $328,000 | +127.8% | 11,660 | +139.5% | 0.00% | – |
| Q4 2021 | $144,000 | – | 4,869 | – | 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% |