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 | $302,145 | -10.1% | 13,387 | -6.5% | 0.23% | -6.5% |
| Q2 2023 | $336,018 | +1.9% | 14,323 | 0.0% | 0.25% | -1.6% |
| Q1 2023 | $329,715 | +13.1% | 14,323 | +7.9% | 0.25% | +8.7% |
| Q4 2022 | $291,496 | -13.8% | 13,280 | -21.1% | 0.23% | -17.9% |
| Q3 2022 | $338,000 | -15.5% | 16,826 | -2.5% | 0.28% | -11.4% |
| Q2 2022 | $400,000 | +4.4% | 17,260 | +18.2% | 0.32% | +25.9% |
| Q1 2022 | $383,000 | +130.7% | 14,597 | +140.2% | 0.25% | +146.1% |
| Q4 2021 | $166,000 | -53.8% | 6,076 | -53.9% | 0.10% | -57.1% |
| Q3 2021 | $359,000 | +3.2% | 13,186 | +12.4% | 0.24% | +4.4% |
| Q2 2021 | $348,000 | +1292.0% | 11,734 | +1238.0% | 0.23% | +1166.7% |
| Q1 2021 | $25,000 | +78.6% | 877 | +70.3% | 0.02% | +63.6% |
| Q4 2020 | $14,000 | – | 515 | – | 0.01% | – |
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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% |