DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 92 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,812 | +13.8% | 567,650 | +18.3% | 0.03% | +17.4% |
| Q2 2023 | $11,260 | +14.4% | 479,949 | +12.2% | 0.02% | +9.5% |
| Q1 2023 | $9,844 | +27.5% | 427,631 | +21.6% | 0.02% | +10.5% |
| Q4 2022 | $7,721 | -99.9% | 351,770 | +3.0% | 0.02% | +5.6% |
| Q3 2022 | $6,859,000 | -48.0% | 341,428 | -40.1% | 0.02% | -47.1% |
| Q2 2022 | $13,191,000 | -1.3% | 569,562 | +11.8% | 0.03% | +9.7% |
| Q1 2022 | $13,366,000 | +29.3% | 509,392 | +34.8% | 0.03% | +34.8% |
| Q4 2021 | $10,335,000 | +513.4% | 377,766 | +510.7% | 0.02% | +475.0% |
| Q3 2021 | $1,685,000 | +33.7% | 61,860 | +45.4% | 0.00% | +33.3% |
| Q2 2021 | $1,260,000 | +86.1% | 42,541 | +76.4% | 0.00% | +50.0% |
| Q1 2021 | $677,000 | – | 24,119 | – | 0.00% | – |
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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% |