DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $409,082 | -1.6% | 18,125 | +2.2% | 0.03% | 0.0% |
Q2 2023 | $415,876 | +8.2% | 17,727 | +6.2% | 0.03% | +3.2% |
Q1 2023 | $384,296 | +17.8% | 16,694 | +12.3% | 0.03% | +14.8% |
Q4 2022 | $326,353 | +15.3% | 14,868 | +5.6% | 0.03% | +8.0% |
Q3 2022 | $283,000 | -12.4% | 14,085 | +1.1% | 0.02% | -13.8% |
Q2 2022 | $323,000 | +8.4% | 13,931 | +22.9% | 0.03% | +26.1% |
Q1 2022 | $298,000 | +6.8% | 11,338 | +11.3% | 0.02% | +15.0% |
Q4 2021 | $279,000 | +9.8% | 10,185 | +9.3% | 0.02% | 0.0% |
Q3 2021 | $254,000 | +3.3% | 9,317 | +12.4% | 0.02% | +5.3% |
Q2 2021 | $246,000 | +17.7% | 8,287 | +11.5% | 0.02% | +11.8% |
Q1 2021 | $209,000 | – | 7,433 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Relaxing Retirement Coach | 329,948 | $9,026,000 | 5.19% |
Midwest Heritage Bank, FSB | 168,646 | $4,614,000 | 4.48% |
Aquire Wealth Advisors, LLC | 228,964 | $6,264,000 | 3.28% |
Adams Chetwood Wealth Management LLC | 145,982 | $3,994,000 | 2.71% |
Waypoint Wealth Partners Inc. | 284,400 | $7,781,000 | 2.66% |
Moisand Fitzgerald Tamayo, LLC | 262,851 | $7,192,000 | 2.02% |
Crown Wealth Group, LLC | 63,067 | $1,726,000 | 1.60% |
WMG Financial Advisors, LLC | 72,709 | $1,988,000 | 1.55% |
AWM CAPITAL, LLC | 61,613 | $1,686,000 | 1.28% |
FirstPurpose Wealth LLC | 68,021 | $1,861,000 | 1.17% |