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 | $231,343 | -29.4% | 10,250 | -26.6% | 0.01% | -26.7% |
| Q2 2023 | $327,525 | +3.9% | 13,961 | +1.9% | 0.02% | -6.2% |
| Q1 2023 | $315,374 | +5.3% | 13,700 | +0.4% | 0.02% | +6.7% |
| Q4 2022 | $299,420 | +10.9% | 13,641 | +1.6% | 0.02% | 0.0% |
| Q3 2022 | $270,000 | -15.9% | 13,427 | -3.1% | 0.02% | -11.8% |
| Q2 2022 | $321,000 | -11.6% | 13,858 | +0.2% | 0.02% | 0.0% |
| Q1 2022 | $363,000 | -40.3% | 13,835 | -37.7% | 0.02% | -34.6% |
| Q4 2021 | $608,000 | +4.3% | 22,220 | +3.8% | 0.03% | -3.7% |
| Q3 2021 | $583,000 | -4.3% | 21,400 | +4.2% | 0.03% | -3.6% |
| Q2 2021 | $609,000 | +5.5% | 20,544 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $577,000 | – | 20,544 | – | 0.03% | – |
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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% |