DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 215 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,458,347 | +31.0% | 108,921 | +36.1% | 0.00% | 0.0% |
| Q2 2023 | $1,876,823 | -6.6% | 80,001 | -8.3% | 0.00% | 0.0% |
| Q1 2023 | $2,008,541 | -1.7% | 87,252 | -6.2% | 0.00% | 0.0% |
| Q4 2022 | $2,042,623 | +90.7% | 93,058 | +74.6% | 0.00% | +100.0% |
| Q3 2022 | $1,071,000 | -55.7% | 53,302 | -42.2% | 0.00% | -50.0% |
| Q1 2022 | $2,418,000 | -1.0% | 92,157 | +3.2% | 0.00% | 0.0% |
| Q4 2021 | $2,443,000 | +40.4% | 89,284 | +39.8% | 0.00% | 0.0% |
| Q3 2021 | $1,740,000 | -4.3% | 63,857 | +4.0% | 0.00% | 0.0% |
| Q2 2021 | $1,819,000 | – | 61,401 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 279,247 | $6,467,000 | 6.04% |
| Midwest Heritage Bank, FSB | 242,486 | $5,616,000 | 5.08% |
| Parcion Private Wealth LLC | 2,258,439 | $51,379,000 | 5.07% |
| AWM CAPITAL, LLC | 433,228 | $10,034,000 | 4.92% |
| 3D/L Capital Management, LLC | 746,686 | $17,293,000 | 4.83% |
| Relaxing Retirement Coach | 400,672 | $9,280,000 | 4.68% |
| Chico Wealth RIA | 241,309 | $5,589,000 | 4.54% |
| West Financial Advisors, LLC | 598,543 | $13,862,000 | 4.03% |
| Aquire Wealth Advisors, LLC | 292,150 | $6,766,000 | 3.95% |
| PERRITT CAPITAL MANAGEMENT INC | 254,452 | $5,893,000 | 3.58% |