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 | $14,460,969 | -3.6% | 640,716 | +0.2% | 1.90% | -0.1% |
| Q2 2023 | $14,997,439 | -13.9% | 639,277 | -15.5% | 1.90% | -18.1% |
| Q1 2023 | $17,411,540 | +19.9% | 756,366 | +14.3% | 2.32% | +6.4% |
| Q4 2022 | $14,523,005 | +46.7% | 661,640 | +34.3% | 2.18% | +28.0% |
| Q3 2022 | $9,900,000 | +9.7% | 492,771 | +26.4% | 1.71% | +15.3% |
| Q2 2022 | $9,026,000 | +155.5% | 389,731 | +189.6% | 1.48% | +137.4% |
| Q1 2022 | $3,532,000 | +124.1% | 134,588 | +133.6% | 0.62% | +120.1% |
| Q4 2021 | $1,576,000 | +57.1% | 57,610 | +56.6% | 0.28% | +35.4% |
| Q3 2021 | $1,003,000 | +309.4% | 36,793 | +344.6% | 0.21% | +287.0% |
| Q2 2021 | $245,000 | – | 8,276 | – | 0.05% | – |
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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% |