DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 92 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,140 | +25.9% | 227,732 | +30.8% | 0.02% | +23.1% |
| Q2 2023 | $4,084 | +23.4% | 174,076 | +21.1% | 0.01% | +18.2% |
| Q1 2023 | $3,309 | +16.0% | 143,763 | +10.6% | 0.01% | +10.0% |
| Q4 2022 | $2,853 | -99.9% | 129,962 | +31.7% | 0.01% | +25.0% |
| Q3 2022 | $2,286,000 | 0.0% | 98,688 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $2,286,000 | -0.0% | 98,688 | +13.2% | 0.01% | +14.3% |
| Q1 2022 | $2,287,000 | +57.5% | 87,147 | +64.2% | 0.01% | +40.0% |
| Q4 2021 | $1,452,000 | +41.1% | 53,084 | +40.6% | 0.01% | +66.7% |
| Q3 2021 | $1,029,000 | – | 37,762 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 373,923 | $8,207,610 | 9.18% |
| CPA Asset Management LLC | 477,256 | $10,475,769 | 8.00% |
| Cable Hill Partners, LLC | 2,027,515 | $44,503,964 | 7.97% |
| Aquire Wealth Advisors, LLC | 697,943 | $15,319,849 | 7.62% |
| RAM Investment Partners, LLC | 563,594 | $12,370,896 | 7.61% |
| Vawter Financial, Ltd. | 268,502 | $5,893,608 | 6.87% |
| Creative Capital Management Investments LLC | 291,759 | $6,405 | 5.59% |
| Falcon Wealth Planning | 848,186 | $18,617,692 | 5.34% |
| Shore Point Advisors, LLC | 285,093 | $6,257,790 | 5.14% |
| Morling Financial Advisors, LLC | 178,449 | $3,916,956 | 5.00% |