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 | $126,898,286 | -1.6% | 5,622,432 | +2.3% | 0.01% | 0.0% |
Q2 2023 | $128,965,736 | -51.6% | 5,497,261 | -52.5% | 0.01% | -8.3% |
Q1 2023 | $266,380,554 | +111.1% | 11,571,700 | +101.3% | 0.01% | -7.7% |
Q4 2022 | $126,162,615 | -32.9% | 5,747,727 | -38.6% | 0.01% | -35.0% |
Q3 2022 | $188,071,000 | +63.3% | 9,361,451 | +88.2% | 0.02% | +81.8% |
Q2 2022 | $115,192,000 | – | 4,973,729 | +497372800.0% | 0.01% | – |
Q2 2021 | $0 | – | 1 | – | 0.00% | – |
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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% |