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 | $1,361,635 | -2.2% | 60,329 | +1.7% | 0.12% | -1.6% |
| Q2 2023 | $1,391,681 | -11.4% | 59,321 | -13.0% | 0.13% | -18.1% |
| Q1 2023 | $1,570,476 | +8.6% | 68,222 | +3.6% | 0.16% | -0.6% |
| Q4 2022 | $1,445,976 | +16.3% | 65,876 | +6.5% | 0.16% | +6.8% |
| Q3 2022 | $1,243,000 | -12.8% | 61,851 | +0.4% | 0.15% | -7.0% |
| Q2 2022 | $1,426,000 | +32.5% | 61,583 | +50.2% | 0.16% | +49.5% |
| Q1 2022 | $1,076,000 | -0.4% | 40,989 | +3.9% | 0.10% | +9.4% |
| Q4 2021 | $1,080,000 | -11.8% | 39,462 | -4.1% | 0.10% | -23.8% |
| Q3 2021 | $1,224,000 | +37.4% | 41,131 | +36.8% | 0.13% | +35.5% |
| Q2 2021 | $891,000 | +72.7% | 30,066 | +63.5% | 0.09% | +22.4% |
| Q1 2021 | $516,000 | – | 18,385 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 127,283 | $3,468,000 | 2.51% |
| PBMares Wealth Management LLC | 145,774 | $3,972,000 | 1.89% |
| COLLECTIVE FAMILY OFFICE LLC | 153,820 | $4,192,000 | 1.80% |
| Relaxing Retirement Coach | 46,861 | $1,277,000 | 1.05% |
| FIRST NATIONAL BANK SIOUX FALLS | 21,783 | $594,000 | 1.00% |
| Gradient Capital Advisors, LLC | 75,620 | $2,061,000 | 0.94% |
| Syverson Strege & Co | 38,492 | $1,049,000 | 0.84% |
| EVOKE WEALTH, LLC | 598,585 | $16,311,000 | 0.61% |
| Hill Investment Group Partners, LLC | 34,446 | $938,664 | 0.61% |
| AWM CAPITAL, LLC | 28,020 | $774,000 | 0.58% |