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 | $6,531,375 | +10.3% | 289,383 | +14.6% | 0.33% | +11.1% |
| Q2 2023 | $5,923,389 | +18.5% | 252,489 | +16.3% | 0.30% | +4.9% |
| Q1 2023 | $4,997,264 | +18.7% | 217,084 | +13.2% | 0.28% | +13.1% |
| Q4 2022 | $4,210,306 | +15.5% | 191,813 | +5.7% | 0.25% | +17.3% |
| Q3 2022 | $3,644,000 | +8.4% | 181,399 | +25.0% | 0.21% | +9.7% |
| Q2 2022 | $3,361,000 | +24.0% | 145,124 | +40.5% | 0.20% | +54.8% |
| Q1 2022 | $2,710,000 | +41.8% | 103,274 | +47.9% | 0.13% | +40.0% |
| Q4 2021 | $1,911,000 | +652.4% | 69,836 | +649.6% | 0.09% | +592.3% |
| Q3 2021 | $254,000 | – | 9,317 | – | 0.01% | – |
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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% |