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 | $5,898,744 | +2.2% | 261,353 | +6.3% | 1.70% | +3.6% |
| Q2 2023 | $5,770,564 | +9.9% | 245,975 | +7.8% | 1.64% | +3.1% |
| Q1 2023 | $5,252,358 | +15.8% | 228,165 | +10.4% | 1.59% | +8.4% |
| Q4 2022 | $4,536,817 | +84.6% | 206,689 | +68.9% | 1.47% | +63.0% |
| Q3 2022 | $2,458,000 | -7.9% | 122,359 | +6.2% | 0.90% | -6.9% |
| Q2 2022 | $2,669,000 | +19.5% | 115,251 | +35.4% | 0.97% | +33.5% |
| Q1 2022 | $2,233,000 | +26.9% | 85,096 | +32.3% | 0.73% | +32.7% |
| Q4 2021 | $1,760,000 | +148.9% | 64,314 | +147.8% | 0.55% | +132.8% |
| Q3 2021 | $707,000 | +102.0% | 25,956 | +119.9% | 0.24% | +100.9% |
| Q2 2021 | $350,000 | +105.9% | 11,801 | +94.5% | 0.12% | +88.7% |
| Q1 2021 | $170,000 | – | 6,066 | – | 0.06% | – |
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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% |