DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 339 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $244,446 | -0.2% | 9,449 | -4.6% | 0.16% | -1.8% |
| Q1 2024 | $244,926 | -0.9% | 9,908 | -3.4% | 0.17% | -8.7% |
| Q4 2023 | $247,176 | -18.2% | 10,252 | -23.4% | 0.18% | -20.4% |
| 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 ↓ |
|---|---|---|---|
| Plan Group Financial, LLC | 536,469 | $12,719,800 | 10.62% |
| Chico Wealth RIA | 321,892 | $7,551,586 | 9.00% |
| Aquire Wealth Advisors, LLC | 895,628 | $21,011,433 | 8.38% |
| CPA Asset Management LLC | 479,376 | $11,246,161 | 8.08% |
| Cable Hill Partners, LLC | 2,311,332 | $54,223,840 | 7.07% |
| Root Financial Partners, LLC | 503,812 | $11,819,419 | 7.04% |
| RAM Investment Partners, LLC | 710,331 | $16,664,376 | 6.97% |
| Avondale Wealth Management | 343,395 | $8,056,045 | 6.77% |
| Morling Financial Advisors, LLC | 296,738 | $6,961,476 | 6.69% |
| Creative Capital Management Investments LLC | 361,406 | $8,478,585 | 6.11% |