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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |