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 | $7,129,113 | +8.9% | 315,867 | +13.2% | 0.91% | +8.9% |
| Q2 2023 | $6,544,146 | +17.0% | 278,949 | +14.8% | 0.84% | +15.2% |
| Q1 2023 | $5,595,139 | +46.8% | 243,056 | +40.0% | 0.73% | +37.5% |
| Q4 2022 | $3,811,313 | +258.5% | 173,636 | +228.3% | 0.53% | +207.0% |
| Q3 2022 | $1,063,000 | -4.0% | 52,896 | +10.7% | 0.17% | +1.8% |
| Q2 2022 | $1,107,000 | +211.8% | 47,781 | +252.9% | 0.17% | +218.9% |
| Q1 2022 | $355,000 | +269.8% | 13,538 | +286.8% | 0.05% | +278.6% |
| Q4 2021 | $96,000 | +1.1% | 3,500 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $95,000 | -8.7% | 3,500 | 0.0% | 0.01% | -22.2% |
| Q2 2021 | $104,000 | +6.1% | 3,500 | 0.0% | 0.02% | -57.1% |
| Q1 2021 | $98,000 | +81.5% | 3,500 | +75.0% | 0.04% | +75.0% |
| Q4 2020 | $54,000 | – | 2,000 | – | 0.02% | – |
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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% |