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 ↓ |
|---|---|---|---|
| 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% |