DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 20 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,754,963 | -52.9% | 77,758 | -48.7% | 0.08% | -3.7% |
| Q2 2023 | $3,723,100 | +111.8% | 151,708 | +121.1% | 0.08% | +7.9% |
| Q1 2023 | $1,757,780 | +106238.8% | 68,606 | +7.8% | 0.08% | +72.7% |
| Q4 2022 | $1,653 | -99.9% | 63,653 | +12.0% | 0.04% | +15.8% |
| Q3 2022 | $1,474,000 | +38.8% | 56,838 | +38.8% | 0.04% | +15.2% |
| Q2 2022 | $1,062,000 | -38.0% | 40,956 | -38.0% | 0.03% | +57.1% |
| Q1 2022 | $1,713,000 | +2153.9% | 66,100 | +2529.3% | 0.02% | +2000.0% |
| Q4 2021 | $76,000 | -2.6% | 2,514 | -3.9% | 0.00% | -50.0% |
| Q3 2021 | $78,000 | +2.6% | 2,616 | +6.2% | 0.00% | 0.0% |
| Q2 2021 | $76,000 | +94.9% | 2,464 | +75.6% | 0.00% | +100.0% |
| Q1 2021 | $39,000 | +1200.0% | 1,403 | +1211.2% | 0.00% | – |
| Q4 2020 | $3,000 | – | 107 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |