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 | $839,056 | -43.5% | 37,176 | -41.3% | 0.17% | -37.9% |
| Q2 2023 | $1,484,893 | +600.4% | 63,295 | +499.1% | 0.28% | +438.5% |
| Q3 2022 | $212,000 | -20.0% | 10,565 | -7.7% | 0.05% | -3.7% |
| Q2 2022 | $265,000 | +13.2% | 11,446 | +28.4% | 0.05% | +28.6% |
| Q1 2022 | $234,000 | +14.1% | 8,916 | +19.1% | 0.04% | +23.5% |
| Q4 2021 | $205,000 | +5.1% | 7,488 | +4.6% | 0.03% | -2.9% |
| Q3 2021 | $195,000 | – | 7,160 | – | 0.04% | – |
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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% |