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 | $3,270,934 | -1.4% | 144,924 | +2.5% | 1.83% | -1.3% |
| Q2 2023 | $3,317,553 | +6.6% | 141,413 | +4.6% | 1.85% | -0.7% |
| Q1 2023 | $3,111,309 | +29.3% | 135,157 | +23.3% | 1.87% | +18.5% |
| Q4 2022 | $2,406,000 | +40.8% | 109,603 | +28.8% | 1.58% | +24.9% |
| Q3 2022 | $1,709,000 | +40.3% | 85,075 | +61.8% | 1.26% | +40.7% |
| Q2 2022 | $1,218,000 | -4.2% | 52,576 | +8.5% | 0.90% | -8.4% |
| Q1 2022 | $1,271,000 | +56.9% | 48,443 | +63.7% | 0.98% | +58.4% |
| Q4 2021 | $810,000 | – | 29,596 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |