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 | $1,044 | +18.2% | 46,271 | +23.0% | 0.01% | +25.0% |
| Q2 2023 | $883 | +23.8% | 37,628 | +21.6% | 0.00% | +33.3% |
| Q1 2023 | $713 | +93.8% | 30,952 | +84.7% | 0.00% | +50.0% |
| Q4 2022 | $368 | -99.9% | 16,756 | +3.0% | 0.00% | 0.0% |
| Q3 2022 | $327,000 | -27.2% | 16,265 | -16.1% | 0.00% | 0.0% |
| Q2 2022 | $449,000 | -74.5% | 19,381 | -71.2% | 0.00% | -75.0% |
| Q1 2022 | $1,764,000 | +46.1% | 67,208 | +52.3% | 0.01% | +60.0% |
| Q4 2021 | $1,207,000 | +69.3% | 44,126 | +68.6% | 0.01% | +25.0% |
| Q3 2021 | $713,000 | +111.6% | 26,168 | +130.1% | 0.00% | +100.0% |
| Q2 2021 | $337,000 | – | 11,371 | – | 0.00% | – |
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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% |