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 | $493,649 | -36.4% | 21,872 | -33.9% | 0.42% | -26.6% |
| Q2 2023 | $775,719 | -30.5% | 33,066 | +9.0% | 0.57% | -38.2% |
| Q1 2023 | $1,115,956 | -50.2% | 30,336 | -70.3% | 0.92% | -51.5% |
| Q4 2022 | $2,239,174 | +14.2% | 102,012 | +4.6% | 1.91% | +8.0% |
| Q3 2022 | $1,960,000 | -5.0% | 97,480 | +9.3% | 1.76% | -1.3% |
| Q2 2022 | $2,064,000 | -10.0% | 89,154 | +1.8% | 1.79% | +6.1% |
| Q1 2022 | $2,294,000 | +15.4% | 87,583 | +20.5% | 1.69% | +8.8% |
| Q4 2021 | $1,988,000 | – | 72,709 | – | 1.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 332,538 | $7,505,383 | 8.98% |
| Aquire Wealth Advisors, LLC | 910,866 | $20,558,246 | 8.57% |
| CPA Asset Management LLC | 527,732 | $11,910,912 | 8.35% |
| Envision Financial Planning, LLC | 366,535 | $8,272,698 | 8.19% |
| Morling Financial Advisors, LLC | 342,761 | $7,736,116 | 7.67% |
| Cable Hill Partners, LLC | 2,437,965 | $55,024,783 | 7.43% |
| Root Financial Partners, LLC | 593,324 | $13,391,324 | 7.09% |
| RAM Investment Partners, LLC | 741,886 | $16,744,368 | 7.08% |
| Plan Group Financial, LLC | 428,832 | $9,678,748 | 6.97% |
| Avondale Wealth Management | 343,360 | $7,749,639 | 6.80% |