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 | $15,182,356 | -1.3% | 672,679 | +2.6% | 2.86% | -7.3% |
| Q2 2023 | $15,385,937 | +3.0% | 655,837 | +1.1% | 3.09% | -7.1% |
| Q1 2023 | $14,939,583 | +3.5% | 648,983 | -1.3% | 3.32% | +0.5% |
| Q4 2022 | $14,435,069 | +175.0% | 657,634 | +151.6% | 3.31% | +134.2% |
| Q3 2022 | $5,250,000 | +105.7% | 261,345 | +137.2% | 1.41% | +98.7% |
| Q2 2022 | $2,552,000 | +19.0% | 110,202 | +34.8% | 0.71% | +38.3% |
| Q1 2022 | $2,145,000 | +11.7% | 81,761 | +16.5% | 0.51% | +11.3% |
| Q4 2021 | $1,920,000 | +14.7% | 70,164 | +14.2% | 0.46% | -0.2% |
| Q3 2021 | $1,674,000 | +583.3% | 61,417 | +642.4% | 0.46% | +403.3% |
| Q2 2021 | $245,000 | – | 8,273 | – | 0.09% | – |
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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% |