DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 20 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,194,086 | -59.9% | 100,785 | -55.9% | 0.12% | -58.6% |
| Q2 2023 | $5,475,538 | -9.1% | 228,433 | -13.4% | 0.28% | -19.0% |
| Q1 2023 | $6,024,914 | -9.7% | 263,903 | -7.5% | 0.35% | -13.9% |
| Q4 2022 | $6,672,712 | +30.9% | 285,403 | +16.6% | 0.41% | +12.4% |
| Q3 2022 | $5,098,000 | +24.4% | 244,851 | +37.8% | 0.36% | +22.6% |
| Q2 2022 | $4,099,000 | +28.3% | 177,678 | +31.5% | 0.30% | +21.7% |
| Q1 2022 | $3,194,000 | -1.7% | 135,126 | +13.0% | 0.24% | +6.1% |
| Q4 2021 | $3,249,000 | +26.6% | 119,546 | +30.6% | 0.23% | +27.8% |
| Q3 2021 | $2,567,000 | -41.0% | 91,517 | -41.0% | 0.18% | +11.1% |
| Q2 2021 | $4,348,000 | +133.9% | 155,146 | +143.0% | 0.16% | +5.9% |
| Q1 2021 | $1,859,000 | +56.1% | 63,850 | +54.0% | 0.15% | +35.4% |
| Q4 2020 | $1,191,000 | – | 41,471 | – | 0.11% | – |
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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% |