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 ↓ |
|---|---|---|---|
| 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% |