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 | $2,908,361 | +46.2% | 128,859 | +52.0% | 0.00% | 0.0% |
| Q2 2023 | $1,988,738 | -30.0% | 84,775 | -31.3% | 0.00% | -20.0% |
| Q1 2023 | $2,840,060 | -22.7% | 123,373 | -26.3% | 0.01% | -28.6% |
| Q4 2022 | $3,675,000 | -21.0% | 167,439 | -27.6% | 0.01% | -36.4% |
| Q3 2022 | $4,649,000 | +10.6% | 231,370 | +27.5% | 0.01% | +22.2% |
| Q2 2022 | $4,202,000 | +71.9% | 181,432 | +92.0% | 0.01% | +80.0% |
| Q1 2022 | $2,444,000 | +64.0% | 94,514 | +73.6% | 0.01% | +66.7% |
| Q4 2021 | $1,490,000 | +84.2% | 54,428 | +83.5% | 0.00% | +50.0% |
| Q3 2021 | $809,000 | +779.3% | 29,653 | +855.0% | 0.00% | – |
| Q2 2021 | $92,000 | +318.2% | 3,105 | +302.2% | 0.00% | – |
| Q1 2021 | $22,000 | – | 772 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relaxing Retirement Coach | 329,948 | $9,026,000 | 5.19% |
| Midwest Heritage Bank, FSB | 168,646 | $4,614,000 | 4.48% |
| Aquire Wealth Advisors, LLC | 228,964 | $6,264,000 | 3.28% |
| Adams Chetwood Wealth Management LLC | 145,982 | $3,994,000 | 2.71% |
| Waypoint Wealth Partners Inc. | 284,400 | $7,781,000 | 2.66% |
| Moisand Fitzgerald Tamayo, LLC | 262,851 | $7,192,000 | 2.02% |
| Crown Wealth Group, LLC | 63,067 | $1,726,000 | 1.60% |
| WMG Financial Advisors, LLC | 72,709 | $1,988,000 | 1.55% |
| AWM CAPITAL, LLC | 61,613 | $1,686,000 | 1.28% |
| FirstPurpose Wealth LLC | 68,021 | $1,861,000 | 1.17% |