DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 80 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,905,919 | +14.9% | 79,051 | +7.5% | 0.57% | +7.8% |
| Q3 2023 | $1,659,198 | +85.4% | 73,513 | +92.8% | 0.53% | +84.3% |
| Q2 2023 | $894,696 | +79.1% | 38,137 | +75.8% | 0.29% | +70.2% |
| Q1 2023 | $499,522 | +6.5% | 21,699 | +1.6% | 0.17% | -1.2% |
| Q4 2022 | $468,937 | -1.3% | 21,364 | -9.7% | 0.17% | -8.6% |
| Q3 2022 | $475,000 | -12.5% | 23,664 | +1.0% | 0.19% | -6.5% |
| Q2 2022 | $543,000 | +12.7% | 23,437 | +27.7% | 0.20% | +29.2% |
| Q1 2022 | $482,000 | -8.5% | 18,359 | -4.6% | 0.15% | -10.5% |
| Q4 2021 | $527,000 | +18.2% | 19,244 | +17.5% | 0.17% | +8.9% |
| Q3 2021 | $446,000 | +4.9% | 16,380 | +14.3% | 0.16% | +0.6% |
| Q2 2021 | $425,000 | +5.7% | 14,336 | +0.0% | 0.16% | +6.8% |
| Q1 2021 | $402,000 | – | 14,334 | – | 0.15% | – |
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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% |