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 ↓ |
|---|---|---|---|
| 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% |