DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 92 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $276,000 | -45.6% | 13,748 | -37.1% | 0.29% | -55.3% |
| Q2 2022 | $507,000 | -11.4% | 21,871 | +0.4% | 0.65% | +8.4% |
| Q1 2022 | $572,000 | -4.0% | 21,783 | 0.0% | 0.60% | -6.3% |
| Q4 2021 | $596,000 | +0.3% | 21,783 | 0.0% | 0.64% | -36.0% |
| Q3 2021 | $594,000 | +44.9% | 21,783 | +57.4% | 1.00% | +59.6% |
| Q2 2021 | $410,000 | +64.7% | 13,835 | +55.7% | 0.62% | +41.2% |
| Q1 2021 | $249,000 | – | 8,885 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 332,538 | $7,505,383 | 8.98% |
| Aquire Wealth Advisors, LLC | 910,866 | $20,558,246 | 8.57% |
| CPA Asset Management LLC | 527,732 | $11,910,912 | 8.35% |
| Envision Financial Planning, LLC | 366,535 | $8,272,698 | 8.19% |
| Morling Financial Advisors, LLC | 342,761 | $7,736,116 | 7.67% |
| Cable Hill Partners, LLC | 2,437,965 | $55,024,783 | 7.43% |
| Root Financial Partners, LLC | 593,324 | $13,391,324 | 7.09% |
| RAM Investment Partners, LLC | 741,886 | $16,744,368 | 7.08% |
| Plan Group Financial, LLC | 428,832 | $9,678,748 | 6.97% |
| Avondale Wealth Management | 343,360 | $7,749,639 | 6.80% |