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% | – |
Download | ||||||
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% |