DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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% | – |
Download | ||||||
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% |