DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 20 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,037,619 | -1.9% | 311,813 | +1.9% | 2.74% | -2.2% |
| Q2 2023 | $7,177,352 | +21.2% | 305,940 | +18.9% | 2.81% | +14.9% |
| Q1 2023 | $5,923,668 | +8.3% | 257,327 | +3.3% | 2.44% | -0.7% |
| Q4 2022 | $5,467,877 | +147.8% | 249,106 | +126.8% | 2.46% | +123.9% |
| Q3 2022 | $2,207,000 | -0.3% | 109,836 | +14.9% | 1.10% | +14.6% |
| Q2 2022 | $2,214,000 | -59.3% | 95,600 | -53.9% | 0.96% | -53.9% |
| Q1 2022 | $5,444,000 | +162.1% | 207,454 | +173.3% | 2.08% | +154.5% |
| Q4 2021 | $2,077,000 | -50.5% | 75,901 | -50.7% | 0.82% | -54.7% |
| Q3 2021 | $4,192,000 | +22.5% | 153,820 | +33.2% | 1.80% | +23.2% |
| Q2 2021 | $3,422,000 | +66.2% | 115,517 | +57.5% | 1.46% | +45.6% |
| Q1 2021 | $2,059,000 | +101.5% | 73,338 | +92.7% | 1.00% | +76.9% |
| Q4 2020 | $1,022,000 | – | 38,054 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |