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 | $5,586,143 | +1.8% | 247,503 | +5.9% | 2.41% | +2.7% |
| Q2 2023 | $5,485,042 | +26.6% | 233,804 | +24.3% | 2.35% | +10.0% |
| Q1 2023 | $4,331,397 | +19.0% | 188,158 | +13.5% | 2.14% | +5.1% |
| Q4 2022 | $3,639,771 | +38.3% | 165,821 | +26.6% | 2.03% | +17.2% |
| Q3 2022 | $2,632,000 | -1.5% | 131,007 | +13.6% | 1.73% | -3.4% |
| Q2 2022 | $2,671,000 | -1.1% | 115,342 | +12.1% | 1.80% | -14.7% |
| Q1 2022 | $2,700,000 | +45.1% | 102,901 | +51.3% | 2.10% | +80.1% |
| Q4 2021 | $1,861,000 | – | 68,021 | – | 1.17% | – |
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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% |