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 | $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% | – |
Download | ||||||
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% |