DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 80 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,903,285 | +481.7% | 305,500 | +455.8% | 0.04% | +388.9% |
| Q1 2024 | $1,358,705 | +8.7% | 54,964 | +6.0% | 0.01% | -10.0% |
| Q4 2023 | $1,250,270 | +20.3% | 51,857 | +12.6% | 0.01% | 0.0% |
| Q3 2023 | $1,039,326 | +3.8% | 46,049 | +7.9% | 0.01% | 0.0% |
| Q2 2023 | $1,001,179 | +73.8% | 42,676 | +70.6% | 0.01% | +66.7% |
| Q1 2023 | $575,924 | +16.2% | 25,018 | +10.8% | 0.01% | +50.0% |
| Q4 2022 | $495,741 | -100.0% | 22,585 | -77.2% | 0.00% | -63.6% |
| Q3 2022 | $996,996,000 | +108505.2% | 99,126 | +150.1% | 0.01% | +22.2% |
| Q2 2022 | $918,000 | +49.3% | 39,630 | +69.2% | 0.01% | +50.0% |
| Q1 2022 | $615,000 | +20.8% | 23,427 | +25.9% | 0.01% | +20.0% |
| Q4 2021 | $509,000 | +9.9% | 18,611 | +9.5% | 0.01% | 0.0% |
| Q3 2021 | $463,000 | +100.4% | 17,003 | +117.9% | 0.01% | +66.7% |
| Q2 2021 | $231,000 | – | 7,804 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Plan Group Financial, LLC | 536,469 | $12,719,800 | 10.62% |
| Chico Wealth RIA | 321,892 | $7,551,586 | 9.00% |
| Aquire Wealth Advisors, LLC | 895,628 | $21,011,433 | 8.38% |
| CPA Asset Management LLC | 479,376 | $11,246,161 | 8.08% |
| Cable Hill Partners, LLC | 2,311,332 | $54,223,840 | 7.07% |
| Root Financial Partners, LLC | 503,812 | $11,819,419 | 7.04% |
| RAM Investment Partners, LLC | 710,331 | $16,664,376 | 6.97% |
| Avondale Wealth Management | 343,395 | $8,056,045 | 6.77% |
| Morling Financial Advisors, LLC | 296,738 | $6,961,476 | 6.69% |
| Creative Capital Management Investments LLC | 361,406 | $8,478,585 | 6.11% |