DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,252,599 | -3.8% | 99,805 | 0.0% | 1.75% | +2.2% |
| Q2 2023 | $2,341,425 | -67.7% | 99,805 | -62.9% | 1.71% | -66.2% |
| Q1 2023 | $7,257,096 | +718.1% | 269,280 | +566.3% | 5.07% | +764.1% |
| Q4 2022 | $887,065 | +7.4% | 40,413 | -1.7% | 0.59% | +47.1% |
| Q3 2022 | $826,000 | -65.8% | 41,096 | -60.6% | 0.40% | -67.9% |
| Q2 2022 | $2,414,000 | +104.4% | 104,238 | +131.6% | 1.24% | +148.9% |
| Q1 2022 | $1,181,000 | +220.1% | 45,009 | +233.4% | 0.50% | +256.4% |
| Q4 2021 | $369,000 | +156.2% | 13,502 | +155.9% | 0.14% | +84.2% |
| Q3 2021 | $144,000 | – | 5,276 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |