DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 80 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $56,196,221 | +10.1% | 2,172,254 | +5.2% | 4.96% | -8.3% |
| Q1 2024 | $51,028,481 | +17.1% | 2,064,259 | +14.2% | 5.41% | +25.0% |
| Q4 2023 | $43,574,880 | +72.6% | 1,807,336 | +61.5% | 4.33% | +35.0% |
| Q3 2023 | $25,250,324 | +80.6% | 1,118,756 | +87.7% | 3.21% | +81.0% |
| Q2 2023 | $13,981,605 | +209.1% | 595,976 | +203.3% | 1.77% | +194.2% |
| Q1 2023 | $4,523,633 | +501.9% | 196,509 | +473.9% | 0.60% | +547.3% |
| Q4 2022 | $751,591 | +15.1% | 34,242 | +5.2% | 0.09% | -9.7% |
| Q3 2022 | $653,000 | +3741.2% | 32,538 | +4181.3% | 0.10% | +3333.3% |
| Q2 2022 | $17,000 | -15.0% | 760 | +0.7% | 0.00% | +50.0% |
| Q1 2022 | $20,000 | -94.9% | 755 | -94.7% | 0.00% | -95.7% |
| Q4 2021 | $393,000 | +2.1% | 14,346 | +1.5% | 0.05% | -2.1% |
| Q3 2021 | $385,000 | -5.4% | 14,132 | +2.7% | 0.05% | -11.3% |
| Q2 2021 | $407,000 | +3970.0% | 13,754 | +3689.0% | 0.05% | +2550.0% |
| Q1 2021 | $10,000 | – | 363 | – | 0.00% | – |
Download | ||||||
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% |