DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 20 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,478,000 | -2.6% | 641,509 | +1.3% | 0.00% | 0.0% |
| Q2 2023 | $14,861,000 | +8.6% | 633,461 | +6.5% | 0.00% | 0.0% |
| Q1 2023 | $13,685,000 | +7.9% | 594,525 | +2.9% | 0.00% | 0.0% |
| Q4 2022 | $12,682,000 | +1218.3% | 577,732 | +1107.1% | 0.00% | – |
| Q3 2022 | $962,000 | -5.4% | 47,860 | +8.9% | 0.00% | – |
| Q2 2022 | $1,017,000 | -12.8% | 43,935 | -1.1% | 0.00% | – |
| Q1 2022 | $1,166,000 | +122.1% | 44,442 | +131.4% | 0.00% | – |
| Q4 2021 | $525,000 | +63.0% | 19,205 | +62.4% | 0.00% | – |
| Q3 2021 | $322,000 | +4.5% | 11,827 | +13.8% | 0.00% | – |
| Q2 2021 | $308,000 | +37.5% | 10,389 | +29.9% | 0.00% | – |
| Q1 2021 | $224,000 | +4.2% | 7,995 | 0.0% | 0.00% | – |
| Q4 2020 | $215,000 | – | 7,995 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |