DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 56 filers reported holding DIMENSIONAL ETF TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $375,734 | +2.9% | 16,648 | +7.0% | 0.01% | +7.7% |
Q2 2023 | $365,010 | +2.3% | 15,559 | +0.4% | 0.01% | -7.1% |
Q1 2023 | $356,849 | +367785.6% | 15,502 | +251.3% | 0.01% | +180.0% |
Q4 2022 | $97 | -99.7% | 4,413 | +215.2% | 0.01% | +150.0% |
Q3 2022 | $28,000 | -82.3% | 1,400 | -79.5% | 0.00% | -71.4% |
Q2 2022 | $158,000 | -12.2% | 6,841 | 0.0% | 0.01% | +40.0% |
Q1 2022 | $180,000 | -3.7% | 6,841 | 0.0% | 0.01% | +25.0% |
Q4 2021 | $187,000 | +0.5% | 6,841 | 0.0% | 0.00% | -20.0% |
Q3 2021 | $186,000 | +1.6% | 6,841 | +10.5% | 0.01% | 0.0% |
Q2 2021 | $183,000 | +422.9% | 6,191 | +395.3% | 0.01% | +400.0% |
Q1 2021 | $35,000 | – | 1,250 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Relaxing Retirement Coach | 329,948 | $9,026,000 | 5.19% |
Midwest Heritage Bank, FSB | 168,646 | $4,614,000 | 4.48% |
Aquire Wealth Advisors, LLC | 228,964 | $6,264,000 | 3.28% |
Adams Chetwood Wealth Management LLC | 145,982 | $3,994,000 | 2.71% |
Waypoint Wealth Partners Inc. | 284,400 | $7,781,000 | 2.66% |
Moisand Fitzgerald Tamayo, LLC | 262,851 | $7,192,000 | 2.02% |
Crown Wealth Group, LLC | 63,067 | $1,726,000 | 1.60% |
WMG Financial Advisors, LLC | 72,709 | $1,988,000 | 1.55% |
AWM CAPITAL, LLC | 61,613 | $1,686,000 | 1.28% |
FirstPurpose Wealth LLC | 68,021 | $1,861,000 | 1.17% |