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 | $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 ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |