DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 20 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,155,000 | +4.0% | 158,331 | +8.5% | 2.36% | -13.2% |
| Q4 2021 | $3,994,000 | +15.2% | 145,982 | +14.7% | 2.71% | +8.0% |
| Q3 2021 | $3,468,000 | +24.9% | 127,283 | +35.8% | 2.51% | +28.2% |
| Q2 2021 | $2,776,000 | +32.8% | 93,717 | +25.9% | 1.96% | +22.9% |
| Q1 2021 | $2,090,000 | +44.9% | 74,457 | +38.7% | 1.59% | +33.2% |
| Q4 2020 | $1,442,000 | – | 53,678 | – | 1.20% | – |
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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% |