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%.
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% |
Marquette Asset Management, LLC | 1,464,846 | $38,247,130 | 9.07% |
Plan Group Financial, LLC | 481,589 | $12,574,279 | 9.06% |
Financial Alternatives, Inc | 370,187 | $9,665,576 | 8.95% |
Consilium Wealth Advisory, LLC | 488,302 | $12,749,560 | 8.93% |
DecisionPoint Financial, LLC | 649,017 | $16,945,843 | 8.86% |
Stonehearth Capital Management, LLC | 609,612 | $15,916,969 | 8.68% |
Kure Advisory, LLC | 536,472 | $14,007,274 | 7.93% |
Envision Financial Planning, LLC | 305,486 | $7,976,250 | 7.90% |
LVZ, Inc. | 1,861,886 | $48,613,843 | 7.84% |
OKABENA INVESTMENT SERVICES INC | 361,293 | $9,433,360 | 7.34% |
External links
This page lists DIMENSIONAL ETF TRUST's shareholders in Q3 2023. To view DIMENSIONAL ETF TRUST's shareholder history, click here.