DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 155 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |