DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 155 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |