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 2022 | $287,000 | -15.6% | 14,282 | -2.6% | 0.20% | -15.5% |
| Q2 2022 | $340,000 | -69.8% | 14,670 | -65.8% | 0.23% | -44.7% |
| Q1 2022 | $1,126,000 | +126.1% | 42,890 | +135.8% | 0.42% | +6.0% |
| Q4 2021 | $498,000 | -2.4% | 18,187 | -2.9% | 0.40% | -11.0% |
| Q3 2021 | $510,000 | +12.3% | 18,727 | +22.2% | 0.45% | +2.5% |
| Q2 2021 | $454,000 | +62.7% | 15,330 | +54.5% | 0.44% | +44.5% |
| Q1 2021 | $279,000 | – | 9,922 | – | 0.30% | – |
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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% |