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 | $11,385,750 | -2.2% | 504,464 | +1.6% | 2.40% | +1.0% |
| Q2 2023 | $11,647,130 | +4.8% | 496,468 | +2.9% | 2.38% | +0.3% |
| Q1 2023 | $11,111,458 | +7.5% | 482,687 | +2.5% | 2.37% | +0.7% |
| Q4 2022 | $10,340,509 | +19.9% | 471,094 | +9.8% | 2.36% | -0.3% |
| Q3 2022 | $8,622,000 | -4.5% | 429,152 | +10.1% | 2.36% | -2.6% |
| Q2 2022 | $9,027,000 | +44.2% | 389,765 | +63.4% | 2.43% | -14.7% |
| Q1 2022 | $6,259,000 | -13.0% | 238,521 | -9.3% | 2.85% | +40.6% |
| Q4 2021 | $7,192,000 | +505.4% | 262,851 | +503.0% | 2.02% | +407.5% |
| Q3 2021 | $1,188,000 | +1673.1% | 43,593 | +1837.5% | 0.40% | +1562.5% |
| Q2 2021 | $67,000 | – | 2,250 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 332,538 | $7,505,383 | 8.98% |
| Aquire Wealth Advisors, LLC | 910,866 | $20,558,246 | 8.57% |
| CPA Asset Management LLC | 527,732 | $11,910,912 | 8.35% |
| Envision Financial Planning, LLC | 366,535 | $8,272,698 | 8.19% |
| Morling Financial Advisors, LLC | 342,761 | $7,736,116 | 7.67% |
| Cable Hill Partners, LLC | 2,437,965 | $55,024,783 | 7.43% |
| Root Financial Partners, LLC | 593,324 | $13,391,324 | 7.09% |
| RAM Investment Partners, LLC | 741,886 | $16,744,368 | 7.08% |
| Plan Group Financial, LLC | 428,832 | $9,678,748 | 6.97% |
| Avondale Wealth Management | 343,360 | $7,749,639 | 6.80% |