DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 56 filers reported holding DIMENSIONAL ETF TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564 | -71.9% | 24,981 | -70.8% | 0.04% | -18.0% |
| Q2 2023 | $2,006 | +187.0% | 85,532 | +181.8% | 0.05% | +47.1% |
| Q1 2023 | $699 | +9.7% | 30,357 | +4.6% | 0.03% | -2.9% |
| Q4 2022 | $637 | -99.9% | 29,025 | +0.9% | 0.04% | 0.0% |
| Q3 2022 | $578,000 | -12.2% | 28,772 | +1.3% | 0.04% | -2.8% |
| Q2 2022 | $658,000 | -15.5% | 28,396 | -4.4% | 0.04% | -10.0% |
| Q1 2022 | $779,000 | -1.1% | 29,706 | +3.1% | 0.04% | +2.6% |
| Q4 2021 | $788,000 | -4.4% | 28,812 | -4.8% | 0.04% | -18.8% |
| Q3 2021 | $824,000 | -7.3% | 30,253 | +0.8% | 0.05% | -12.7% |
| Q2 2021 | $889,000 | +6.7% | 30,024 | +1.1% | 0.06% | -12.7% |
| Q1 2021 | $833,000 | – | 29,689 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 373,923 | $8,207,610 | 9.18% |
| CPA Asset Management LLC | 477,256 | $10,475,769 | 8.00% |
| Cable Hill Partners, LLC | 2,027,515 | $44,503,964 | 7.97% |
| Aquire Wealth Advisors, LLC | 697,943 | $15,319,849 | 7.62% |
| RAM Investment Partners, LLC | 563,594 | $12,370,896 | 7.61% |
| Vawter Financial, Ltd. | 268,502 | $5,893,608 | 6.87% |
| Creative Capital Management Investments LLC | 291,759 | $6,405 | 5.59% |
| Falcon Wealth Planning | 848,186 | $18,617,692 | 5.34% |
| Shore Point Advisors, LLC | 285,093 | $6,257,790 | 5.14% |
| Morling Financial Advisors, LLC | 178,449 | $3,916,956 | 5.00% |