DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 80 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,193 | -6.0% | 3,863,216 | -2.3% | 0.33% | -10.1% |
| Q2 2023 | $92,774 | -5.0% | 3,954,541 | -6.8% | 0.37% | -16.9% |
| Q1 2023 | $97,646 | +4.6% | 4,241,794 | -0.2% | 0.44% | -5.1% |
| Q4 2022 | $93,330 | -99.9% | 4,251,933 | +7.1% | 0.47% | -1.3% |
| Q3 2022 | $79,737,000 | -1.8% | 3,968,986 | +13.3% | 0.47% | -4.8% |
| Q2 2022 | $81,166,000 | +351.9% | 3,504,578 | +412.0% | 0.50% | +368.9% |
| Q1 2022 | $17,962,000 | +36.9% | 684,541 | +42.8% | 0.11% | +30.9% |
| Q4 2021 | $13,117,000 | +670.2% | 479,419 | +667.0% | 0.08% | +575.0% |
| Q3 2021 | $1,703,000 | +20.2% | 62,504 | +30.7% | 0.01% | +9.1% |
| Q2 2021 | $1,417,000 | +68.9% | 47,835 | +60.0% | 0.01% | +37.5% |
| Q1 2021 | $839,000 | – | 29,889 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |