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 | $4,552,996 | -1.6% | 201,728 | +2.3% | 1.64% | -0.7% |
| Q2 2023 | $4,625,308 | +4.9% | 197,157 | +2.9% | 1.65% | +0.9% |
| Q1 2023 | $4,410,252 | +7.1% | 191,583 | +2.1% | 1.64% | -1.6% |
| Q4 2022 | $4,118,455 | +94.7% | 187,629 | +78.2% | 1.67% | +80.8% |
| Q3 2022 | $2,115,000 | -33.5% | 105,287 | -23.3% | 0.92% | -32.4% |
| Q2 2022 | $3,180,000 | -38.7% | 137,301 | -30.6% | 1.36% | -57.4% |
| Q1 2022 | $5,190,000 | +154.7% | 197,803 | +165.5% | 3.20% | +271.2% |
| Q4 2021 | $2,038,000 | -48.7% | 74,493 | -48.9% | 0.86% | -54.5% |
| Q3 2021 | $3,972,000 | +10.1% | 145,774 | +19.7% | 1.89% | -3.7% |
| Q2 2021 | $3,609,000 | +12.5% | 121,817 | +6.6% | 1.97% | -24.9% |
| Q1 2021 | $3,207,000 | +198.0% | 114,261 | +185.3% | 2.62% | +111.6% |
| Q4 2020 | $1,076,000 | – | 40,050 | – | 1.24% | – |
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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% |