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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Relaxing Retirement Coach | 329,948 | $9,026,000 | 5.19% |
Midwest Heritage Bank, FSB | 168,646 | $4,614,000 | 4.48% |
Aquire Wealth Advisors, LLC | 228,964 | $6,264,000 | 3.28% |
Adams Chetwood Wealth Management LLC | 145,982 | $3,994,000 | 2.71% |
Waypoint Wealth Partners Inc. | 284,400 | $7,781,000 | 2.66% |
Moisand Fitzgerald Tamayo, LLC | 262,851 | $7,192,000 | 2.02% |
Crown Wealth Group, LLC | 63,067 | $1,726,000 | 1.60% |
WMG Financial Advisors, LLC | 72,709 | $1,988,000 | 1.55% |
AWM CAPITAL, LLC | 61,613 | $1,686,000 | 1.28% |
FirstPurpose Wealth LLC | 68,021 | $1,861,000 | 1.17% |