DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 80 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,901,862 | -5.9% | 4,382,005 | -2.2% | 0.04% | -4.3% |
| Q2 2023 | $105,082,349 | -3.0% | 4,479,214 | -4.8% | 0.05% | -9.6% |
| Q1 2023 | $108,341,586 | +6.4% | 4,706,411 | +1.5% | 0.05% | -1.9% |
| Q4 2022 | $101,826,806 | +26.0% | 4,639,034 | +15.3% | 0.05% | +15.2% |
| Q3 2022 | $80,812,000 | -2.5% | 4,022,494 | +12.5% | 0.05% | 0.0% |
| Q2 2022 | $82,842,000 | +364.4% | 3,576,932 | +426.2% | 0.05% | +411.1% |
| Q1 2022 | $17,837,000 | +28.5% | 679,753 | +34.0% | 0.01% | +28.6% |
| Q4 2021 | $13,877,000 | +531.6% | 507,216 | +529.1% | 0.01% | +600.0% |
| Q3 2021 | $2,197,000 | +26.9% | 80,621 | +38.0% | 0.00% | 0.0% |
| Q2 2021 | $1,731,000 | +108.3% | 58,435 | +97.3% | 0.00% | 0.0% |
| Q1 2021 | $831,000 | – | 29,620 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 127,283 | $3,468,000 | 2.51% |
| PBMares Wealth Management LLC | 145,774 | $3,972,000 | 1.89% |
| COLLECTIVE FAMILY OFFICE LLC | 153,820 | $4,192,000 | 1.80% |
| Relaxing Retirement Coach | 46,861 | $1,277,000 | 1.05% |
| FIRST NATIONAL BANK SIOUX FALLS | 21,783 | $594,000 | 1.00% |
| Gradient Capital Advisors, LLC | 75,620 | $2,061,000 | 0.94% |
| Syverson Strege & Co | 38,492 | $1,049,000 | 0.84% |
| EVOKE WEALTH, LLC | 598,585 | $16,311,000 | 0.61% |
| Hill Investment Group Partners, LLC | 34,446 | $938,664 | 0.61% |
| AWM CAPITAL, LLC | 28,020 | $774,000 | 0.58% |