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 ↓ |
|---|---|---|---|
| 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% |