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% | – |
Download | ||||||
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% |