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 | $28,849,183 | +0.5% | 1,278,209 | +4.4% | 0.05% | +2.0% |
| Q2 2023 | $28,713,657 | -2.7% | 1,223,941 | -4.5% | 0.05% | -8.9% |
| Q1 2023 | $29,517,362 | +45.8% | 1,282,249 | +39.0% | 0.06% | +36.6% |
| Q4 2022 | $20,242,421 | +343.2% | 922,201 | +305.6% | 0.04% | +310.0% |
| Q3 2022 | $4,567,000 | +20.4% | 227,342 | +38.9% | 0.01% | +25.0% |
| Q2 2022 | $3,792,000 | +39.1% | 163,729 | +57.6% | 0.01% | +60.0% |
| Q1 2022 | $2,726,000 | +337.6% | 103,900 | +356.4% | 0.01% | +400.0% |
| Q4 2021 | $623,000 | +74.0% | 22,765 | +73.3% | 0.00% | 0.0% |
| Q3 2021 | $358,000 | +17.8% | 13,134 | +28.0% | 0.00% | 0.0% |
| Q2 2021 | $304,000 | +10.1% | 10,259 | +4.3% | 0.00% | 0.0% |
| Q1 2021 | $276,000 | – | 9,839 | – | 0.00% | – |
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% |