DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 418 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,712,107 | +7.2% | 104,836 | +2.4% | 0.95% | +8.8% |
| Q1 2024 | $2,530,347 | +7.2% | 102,403 | +4.6% | 0.87% | +0.3% |
| Q4 2023 | $2,360,942 | +8.6% | 97,925 | +1.6% | 0.87% | -1.8% |
| Q3 2023 | $2,173,610 | -4.9% | 96,349 | -1.1% | 0.88% | +4.6% |
| Q2 2023 | $2,284,592 | +5.0% | 97,425 | +3.0% | 0.84% | +0.7% |
| Q1 2023 | $2,176,445 | +36.0% | 94,547 | +29.7% | 0.84% | +24.9% |
| Q4 2022 | $1,600,526 | +12.0% | 72,918 | +2.5% | 0.67% | +6.0% |
| Q3 2022 | $1,429,000 | +29.0% | 71,129 | +48.7% | 0.63% | +12.8% |
| Q2 2022 | $1,108,000 | -12.1% | 47,846 | -0.4% | 0.56% | -7.3% |
| Q1 2022 | $1,260,000 | +13.0% | 48,029 | +17.8% | 0.61% | +18.4% |
| Q4 2021 | $1,115,000 | +0.6% | 40,769 | -14.8% | 0.51% | -8.9% |
| Q2 2021 | $1,108,000 | – | 47,846 | – | 0.56% | – |
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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% |