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 | $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 ↓ |
|---|---|---|---|
| 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% |