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 | 373,923 | $8,207,610 | 9.18% |
| CPA Asset Management LLC | 477,256 | $10,475,769 | 8.00% |
| Cable Hill Partners, LLC | 2,027,515 | $44,503,964 | 7.97% |
| Aquire Wealth Advisors, LLC | 697,943 | $15,319,849 | 7.62% |
| RAM Investment Partners, LLC | 563,594 | $12,370,896 | 7.61% |
| Vawter Financial, Ltd. | 268,502 | $5,893,608 | 6.87% |
| Creative Capital Management Investments LLC | 291,759 | $6,405 | 5.59% |
| Falcon Wealth Planning | 848,186 | $18,617,692 | 5.34% |
| Shore Point Advisors, LLC | 285,093 | $6,257,790 | 5.14% |
| Morling Financial Advisors, LLC | 178,449 | $3,916,956 | 5.00% |