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 | $14,761 | +6.4% | 654,028 | +10.6% | 0.08% | +6.5% |
| Q2 2023 | $13,877 | +12.3% | 591,534 | +10.2% | 0.08% | -11.5% |
| Q1 2023 | $12,352 | +8.6% | 536,590 | +3.6% | 0.09% | +16.0% |
| Q4 2022 | $11,371 | -99.8% | 518,023 | +63.4% | 0.08% | +56.2% |
| Q3 2022 | $6,370,000 | -2.4% | 317,077 | +12.6% | 0.05% | -4.0% |
| Q2 2022 | $6,524,000 | +1737.7% | 281,681 | +2069.8% | 0.05% | +1566.7% |
| Q4 2021 | $355,000 | +25.0% | 12,982 | +24.6% | 0.00% | +50.0% |
| Q3 2021 | $284,000 | +19.8% | 10,420 | +30.4% | 0.00% | 0.0% |
| Q2 2021 | $237,000 | – | 7,988 | – | 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% |