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 | $1,154,718 | -17.9% | 51,162 | -14.7% | 0.75% | -7.6% |
| Q2 2023 | $1,407,305 | +25.4% | 59,987 | +23.1% | 0.81% | +26.1% |
| Q1 2023 | $1,122,005 | +48.1% | 48,740 | +41.2% | 0.64% | +34.8% |
| Q4 2022 | $757,760 | -56.2% | 34,522 | -60.0% | 0.48% | -55.4% |
| Q3 2022 | $1,732,000 | -16.5% | 86,215 | -3.7% | 1.07% | -7.1% |
| Q2 2022 | $2,074,000 | +49.0% | 89,541 | +68.8% | 1.15% | +97.9% |
| Q1 2022 | $1,392,000 | +223.7% | 53,042 | +237.0% | 0.58% | +273.1% |
| Q4 2021 | $430,000 | -99.0% | 15,740 | +934.8% | 0.16% | +642.9% |
| Q3 2021 | $41,447,000 | – | 1,521 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |