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 | $216,447 | -3.9% | 9,590 | -0.1% | 0.12% | +1.6% |
| Q2 2023 | $225,259 | +0.6% | 9,602 | -1.3% | 0.12% | -10.3% |
| Q1 2023 | $223,854 | +4.4% | 9,724 | -0.5% | 0.14% | -11.1% |
| Q4 2022 | $214,427 | -2.5% | 9,769 | +2.8% | 0.15% | -15.0% |
| Q2 2022 | $220,000 | -10.2% | 9,506 | +1.6% | 0.18% | +37.4% |
| Q1 2022 | $245,000 | -3.5% | 9,354 | +0.8% | 0.13% | +13.9% |
| Q4 2021 | $254,000 | -1.6% | 9,282 | -2.1% | 0.12% | 0.0% |
| Q3 2021 | $258,000 | -64.4% | 9,485 | -61.2% | 0.12% | -63.7% |
| Q2 2021 | $725,000 | – | 24,462 | – | 0.32% | – |
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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% |