DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 92 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $620,511 | +14.7% | 27,493 | +19.2% | 0.01% | +16.7% |
| Q2 2023 | $540,953 | +0.7% | 23,059 | -1.2% | 0.01% | -14.3% |
| Q1 2023 | $537,264 | -14.5% | 23,339 | -18.5% | 0.01% | -68.2% |
| Q4 2022 | $628,516 | -1.0% | 28,634 | -9.4% | 0.02% | -12.0% |
| Q3 2022 | $635,000 | -19.8% | 31,622 | -7.6% | 0.02% | -21.9% |
| Q2 2022 | $792,000 | +8.2% | 34,211 | +22.6% | 0.03% | +23.1% |
| Q1 2022 | $732,000 | +12.6% | 27,896 | +17.4% | 0.03% | +18.2% |
| Q4 2021 | $650,000 | +12.7% | 23,764 | +12.2% | 0.02% | +4.8% |
| Q3 2021 | $577,000 | +3.6% | 21,184 | +12.6% | 0.02% | -4.5% |
| Q2 2021 | $557,000 | – | 18,811 | – | 0.02% | – |
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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% |