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 | $3,246,516 | +73.8% | 143,842 | +80.6% | 0.16% | +51.0% |
| Q2 2023 | $1,868,159 | -55.1% | 79,631 | -55.9% | 0.10% | -61.3% |
| Q1 2023 | $4,158,434 | +32.3% | 180,644 | +26.2% | 0.27% | +10.7% |
| Q4 2022 | $3,143,132 | +90.0% | 143,195 | +73.9% | 0.24% | +148.0% |
| Q3 2022 | $1,654,000 | +25.9% | 82,350 | +45.2% | 0.10% | -11.7% |
| Q2 2022 | $1,314,000 | +128.1% | 56,716 | +159.0% | 0.11% | +94.7% |
| Q1 2022 | $576,000 | +111.0% | 21,900 | +115.3% | 0.06% | 0.0% |
| Q4 2021 | $273,000 | – | 10,173 | – | 0.06% | – |
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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% |