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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,770,494 | +9.2% | 73,434 | +2.2% | 0.24% | +12.4% |
Q3 2023 | $1,621,271 | -2.9% | 71,833 | +0.9% | 0.22% | -9.2% |
Q2 2023 | $1,669,554 | -0.9% | 71,166 | -2.8% | 0.24% | -9.8% |
Q1 2023 | $1,684,926 | +20.1% | 73,194 | +14.5% | 0.27% | +7.7% |
Q4 2022 | $1,403,417 | +5.0% | 63,937 | -3.9% | 0.25% | -26.3% |
Q3 2022 | $1,336,000 | +0.5% | 66,513 | +15.9% | 0.34% | -10.7% |
Q2 2022 | $1,329,000 | -42.4% | 57,381 | -34.7% | 0.38% | -34.8% |
Q1 2022 | $2,306,000 | +195.3% | 87,897 | +207.9% | 0.58% | +183.3% |
Q4 2021 | $781,000 | +14.3% | 28,544 | +13.9% | 0.20% | -9.0% |
Q3 2021 | $683,000 | +3.8% | 25,057 | +12.8% | 0.22% | +7.2% |
Q2 2021 | $658,000 | +129.3% | 22,205 | +117.4% | 0.21% | +101.9% |
Q1 2021 | $287,000 | – | 10,213 | – | 0.10% | – |
Download |
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% |