DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 56 filers reported holding DIMENSIONAL ETF TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,082 | -1.6% | 18,125 | +2.2% | 0.03% | 0.0% |
| Q2 2023 | $415,876 | +8.2% | 17,727 | +6.2% | 0.03% | +3.2% |
| Q1 2023 | $384,296 | +17.8% | 16,694 | +12.3% | 0.03% | +14.8% |
| Q4 2022 | $326,353 | +15.3% | 14,868 | +5.6% | 0.03% | +8.0% |
| Q3 2022 | $283,000 | -12.4% | 14,085 | +1.1% | 0.02% | -13.8% |
| Q2 2022 | $323,000 | +8.4% | 13,931 | +22.9% | 0.03% | +26.1% |
| Q1 2022 | $298,000 | +6.8% | 11,338 | +11.3% | 0.02% | +15.0% |
| Q4 2021 | $279,000 | +9.8% | 10,185 | +9.3% | 0.02% | 0.0% |
| Q3 2021 | $254,000 | +3.3% | 9,317 | +12.4% | 0.02% | +5.3% |
| Q2 2021 | $246,000 | +17.7% | 8,287 | +11.5% | 0.02% | +11.8% |
| Q1 2021 | $209,000 | – | 7,433 | – | 0.02% | – |
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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% |