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 | $2,148,273 | -1.1% | 95,183 | +2.8% | 0.20% | +4.8% |
Q2 2023 | $2,172,016 | +52.9% | 92,584 | +50.0% | 0.19% | +43.1% |
Q1 2023 | $1,420,909 | +101.4% | 61,725 | +92.0% | 0.13% | +88.4% |
Q4 2022 | $705,578 | -27.6% | 32,145 | -33.7% | 0.07% | -28.9% |
Q3 2022 | $974,000 | +54.4% | 48,475 | +77.9% | 0.10% | +56.5% |
Q2 2022 | $631,000 | +4.0% | 27,250 | +17.7% | 0.06% | +63.2% |
Q1 2022 | $607,000 | +11.0% | 23,151 | +15.8% | 0.04% | +11.8% |
Q4 2021 | $547,000 | -27.3% | 19,984 | -27.6% | 0.03% | -34.6% |
Q3 2021 | $752,000 | -30.3% | 27,587 | -24.3% | 0.05% | -27.8% |
Q2 2021 | $1,079,000 | +30.6% | 36,431 | +23.8% | 0.07% | +22.0% |
Q1 2021 | $826,000 | +241.3% | 29,428 | +227.0% | 0.06% | +195.0% |
Q4 2020 | $242,000 | – | 9,000 | – | 0.02% | – |
Download |
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% |