DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 80 filers reported holding DIMENSIONAL ETF TRUST in Q2 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 279,247 | $6,467,000 | 6.04% |
| Midwest Heritage Bank, FSB | 242,486 | $5,616,000 | 5.08% |
| Parcion Private Wealth LLC | 2,258,439 | $51,379,000 | 5.07% |
| AWM CAPITAL, LLC | 433,228 | $10,034,000 | 4.92% |
| 3D/L Capital Management, LLC | 746,686 | $17,293,000 | 4.83% |
| Relaxing Retirement Coach | 400,672 | $9,280,000 | 4.68% |
| Chico Wealth RIA | 241,309 | $5,589,000 | 4.54% |
| West Financial Advisors, LLC | 598,543 | $13,862,000 | 4.03% |
| Aquire Wealth Advisors, LLC | 292,150 | $6,766,000 | 3.95% |
| PERRITT CAPITAL MANAGEMENT INC | 254,452 | $5,893,000 | 3.58% |