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 | $1,202,067 | -14.1% | 53,260 | -10.7% | 0.81% | -11.6% |
| Q2 2023 | $1,399,507 | +19.0% | 59,655 | +16.8% | 0.91% | +12.2% |
| Q1 2023 | $1,175,908 | +20.7% | 51,082 | +15.0% | 0.81% | +13.4% |
| Q4 2022 | $974,586 | +53.0% | 44,400 | +40.1% | 0.72% | +45.3% |
| Q3 2022 | $637,000 | +0.2% | 31,690 | +15.3% | 0.49% | +4.7% |
| Q2 2022 | $636,000 | +14.2% | 27,476 | +29.5% | 0.47% | +32.6% |
| Q1 2022 | $557,000 | +56.9% | 21,225 | +63.4% | 0.36% | +60.4% |
| Q4 2021 | $355,000 | – | 12,989 | – | 0.22% | – |
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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% |