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 | $1,039,326 | +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 ↓ |
|---|---|---|---|
| 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% |