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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,064,127 | +5.1% | 180,067 | +9.2% | 0.50% | +8.0% |
| Q2 2023 | $3,868,262 | +14.3% | 164,887 | +12.1% | 0.46% | +5.2% |
| Q1 2023 | $3,385,332 | +20.4% | 147,060 | +14.8% | 0.44% | +21.3% |
| Q4 2022 | $2,812,736 | +11.3% | 128,142 | +71.8% | 0.36% | +2.5% |
| Q3 2022 | $2,527,000 | -38.7% | 74,574 | -58.1% | 0.35% | -43.2% |
| Q2 2022 | $4,122,000 | +81.2% | 177,983 | +114.0% | 0.62% | +78.2% |
| Q1 2022 | $2,275,000 | 0.0% | 83,166 | 0.0% | 0.35% | 0.0% |
| Q4 2021 | $2,275,000 | +51.2% | 83,166 | +50.5% | 0.35% | +37.4% |
| Q3 2021 | $1,505,000 | +32.7% | 55,265 | +44.3% | 0.25% | +30.9% |
| Q2 2021 | $1,134,000 | +69.3% | 38,301 | +60.3% | 0.19% | +55.2% |
| Q1 2021 | $670,000 | – | 23,896 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |