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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,197,273 | -13.4% | 46,280 | -17.2% | 0.05% | -20.3% |
| Q1 2024 | $1,382,241 | -30.8% | 55,915 | -32.5% | 0.06% | -47.1% |
| Q4 2023 | $1,996,762 | -33.2% | 82,818 | -37.5% | 0.12% | -40.1% |
| Q3 2023 | $2,990,020 | -22.4% | 132,477 | -19.3% | 0.20% | -19.5% |
| Q2 2023 | $3,851,527 | -10.6% | 164,174 | -12.3% | 0.25% | -14.9% |
| Q1 2023 | $4,307,306 | -10.4% | 187,111 | -14.5% | 0.30% | -18.7% |
| Q4 2022 | $4,805,890 | +16.8% | 218,947 | +6.9% | 0.36% | +6.8% |
| Q3 2022 | $4,115,000 | -2.0% | 204,870 | +13.0% | 0.34% | -19.8% |
| Q2 2022 | $4,200,000 | -5.8% | 181,360 | +6.8% | 0.42% | +10.4% |
| Q1 2022 | $4,457,000 | +15.8% | 169,876 | +20.7% | 0.38% | +20.8% |
| Q4 2021 | $3,850,000 | +21.8% | 140,746 | +21.3% | 0.32% | +21.8% |
| Q3 2021 | $3,162,000 | +22.7% | 116,071 | +33.4% | 0.26% | +0.8% |
| Q2 2021 | $2,578,000 | +75.4% | 87,028 | +66.2% | 0.26% | +65.0% |
| Q1 2021 | $1,470,000 | – | 52,373 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Plan Group Financial, LLC | 536,469 | $12,719,800 | 10.62% |
| Chico Wealth RIA | 321,892 | $7,551,586 | 9.00% |
| Aquire Wealth Advisors, LLC | 895,628 | $21,011,433 | 8.38% |
| CPA Asset Management LLC | 479,376 | $11,246,161 | 8.08% |
| Cable Hill Partners, LLC | 2,311,332 | $54,223,840 | 7.07% |
| Root Financial Partners, LLC | 503,812 | $11,819,419 | 7.04% |
| RAM Investment Partners, LLC | 710,331 | $16,664,376 | 6.97% |
| Avondale Wealth Management | 343,395 | $8,056,045 | 6.77% |
| Morling Financial Advisors, LLC | 296,738 | $6,961,476 | 6.69% |
| Creative Capital Management Investments LLC | 361,406 | $8,478,585 | 6.11% |