DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 229 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,478,000 | -2.6% | 641,509 | +1.3% | 0.00% | 0.0% |
| Q2 2023 | $14,861,000 | +8.6% | 633,461 | +6.5% | 0.00% | 0.0% |
| Q1 2023 | $13,685,000 | +7.9% | 594,525 | +2.9% | 0.00% | 0.0% |
| Q4 2022 | $12,682,000 | +1218.3% | 577,732 | +1107.1% | 0.00% | – |
| Q3 2022 | $962,000 | -5.4% | 47,860 | +8.9% | 0.00% | – |
| Q2 2022 | $1,017,000 | -12.8% | 43,935 | -1.1% | 0.00% | – |
| Q1 2022 | $1,166,000 | +122.1% | 44,442 | +131.4% | 0.00% | – |
| Q4 2021 | $525,000 | +63.0% | 19,205 | +62.4% | 0.00% | – |
| Q3 2021 | $322,000 | +4.5% | 11,827 | +13.8% | 0.00% | – |
| Q2 2021 | $308,000 | +37.5% | 10,389 | +29.9% | 0.00% | – |
| Q1 2021 | $224,000 | +4.2% | 7,995 | 0.0% | 0.00% | – |
| Q4 2020 | $215,000 | – | 7,995 | – | 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% |