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 2023 | $1,850,041 | -2.9% | 81,969 | +1.0% | 0.40% | +2.3% |
| Q2 2023 | $1,904,577 | +6.0% | 81,184 | -0.9% | 0.39% | +4.3% |
| Q1 2023 | $1,797,376 | 0.0% | 81,885 | 0.0% | 0.37% | 0.0% |
| Q4 2022 | $1,797,376 | -6.8% | 81,885 | -14.7% | 0.37% | -19.4% |
| Q3 2022 | $1,928,000 | -0.6% | 95,963 | +14.6% | 0.46% | +3.8% |
| Q2 2022 | $1,939,000 | +41.8% | 83,716 | +60.8% | 0.44% | +47.3% |
| Q1 2022 | $1,367,000 | +4.2% | 52,075 | +8.6% | 0.30% | +4.5% |
| Q4 2021 | $1,312,000 | +30.7% | 47,960 | +30.2% | 0.29% | +27.6% |
| Q3 2021 | $1,004,000 | +12.3% | 36,830 | +22.0% | 0.22% | +9.2% |
| Q2 2021 | $894,000 | +10.2% | 30,186 | +4.4% | 0.21% | -6.4% |
| Q1 2021 | $811,000 | – | 28,908 | – | 0.22% | – |
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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% |