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 | $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 ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |