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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $516,411 | +96.8% | 22,050 | +96.2% | 0.13% | +86.1% |
| Q4 2022 | $262,342 | +17.1% | 11,240 | 0.0% | 0.07% | +14.3% |
| Q3 2022 | $224,000 | -13.2% | 11,240 | +0.4% | 0.06% | -8.7% |
| Q2 2022 | $258,000 | -15.1% | 11,190 | -4.7% | 0.07% | -5.5% |
| Q1 2022 | $304,000 | -48.0% | 11,740 | -44.0% | 0.07% | +329.4% |
| Q4 2021 | $585,000 | +91.8% | 20,950 | +95.9% | 0.02% | -75.0% |
| Q2 2021 | $305,000 | +23.5% | 10,692 | +20.8% | 0.07% | +13.3% |
| Q1 2021 | $247,000 | – | 8,850 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 127,283 | $3,468,000 | 2.51% |
| PBMares Wealth Management LLC | 145,774 | $3,972,000 | 1.89% |
| COLLECTIVE FAMILY OFFICE LLC | 153,820 | $4,192,000 | 1.80% |
| Relaxing Retirement Coach | 46,861 | $1,277,000 | 1.05% |
| FIRST NATIONAL BANK SIOUX FALLS | 21,783 | $594,000 | 1.00% |
| Gradient Capital Advisors, LLC | 75,620 | $2,061,000 | 0.94% |
| Syverson Strege & Co | 38,492 | $1,049,000 | 0.84% |
| EVOKE WEALTH, LLC | 598,585 | $16,311,000 | 0.61% |
| Hill Investment Group Partners, LLC | 34,446 | $938,664 | 0.61% |
| AWM CAPITAL, LLC | 28,020 | $774,000 | 0.58% |