DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $390,214 | -15.2% | 14,945 | -11.3% | 0.02% | -14.3% |
| Q2 2023 | $460,096 | -12.1% | 16,841 | -13.3% | 0.02% | -19.2% |
| Q1 2023 | $523,612 | +2.8% | 19,429 | -4.5% | 0.03% | 0.0% |
| Q4 2022 | $509,589 | +16.6% | 20,351 | +0.4% | 0.03% | +8.3% |
| Q3 2022 | $437,000 | -16.9% | 20,275 | -6.9% | 0.02% | -14.3% |
| Q2 2022 | $526,000 | -22.3% | 21,772 | -9.5% | 0.03% | -9.7% |
| Q1 2022 | $677,000 | +43.4% | 24,055 | +50.8% | 0.03% | +55.0% |
| Q4 2021 | $472,000 | +38.8% | 15,950 | +35.7% | 0.02% | +25.0% |
| Q3 2021 | $340,000 | +13.7% | 11,751 | +14.8% | 0.02% | +14.3% |
| Q2 2021 | $299,000 | +4.9% | 10,232 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $285,000 | – | 10,232 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,246,180 | $170,645,635 | 34.59% |
| Chico Wealth RIA | 786,315 | $21,482,126 | 25.60% |
| Cable Hill Partners, LLC | 4,820,643 | $131,699,972 | 17.18% |
| Moisand Fitzgerald Tamayo, LLC | 3,022,075 | $82,563,098 | 16.88% |
| Root Financial Partners, LLC | 889,038 | $24,288,515 | 14.46% |
| RAM Investment Partners, LLC | 1,174,132 | $32,077,281 | 13.41% |
| Plan Group Financial, LLC | 584,902 | $16,008,710 | 13.37% |
| Arista Wealth Management, LLC | 1,105,820 | $30,210,999 | 12.55% |
| Aquire Wealth Advisors, LLC | 984,705 | $26,902,141 | 10.73% |
| Spinnaker Investment Group, LLC | 1,066,368 | $29,252,437 | 9.63% |