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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 127,283 | $3,468,000 | 2.51% |
| PBMares Wealth Management LLC | 145,774 | $3,972,000 | 1.89% |
| COLLECTIVE FAMILY OFFICE LLC | 153,820 | $4,192,000 | 1.80% |
| Relaxing Retirement Coach | 46,861 | $1,277,000 | 1.05% |
| FIRST NATIONAL BANK SIOUX FALLS | 21,783 | $594,000 | 1.00% |
| Gradient Capital Advisors, LLC | 75,620 | $2,061,000 | 0.94% |
| Syverson Strege & Co | 38,492 | $1,049,000 | 0.84% |
| EVOKE WEALTH, LLC | 598,585 | $16,311,000 | 0.61% |
| Hill Investment Group Partners, LLC | 34,446 | $938,664 | 0.61% |
| AWM CAPITAL, LLC | 28,020 | $774,000 | 0.58% |