DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 215 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,850,041 | -2.9% | 81,969 | +1.0% | 0.40% | +2.3% |
Q2 2023 | $1,904,577 | +6.0% | 81,184 | -0.9% | 0.39% | +4.3% |
Q1 2023 | $1,797,376 | 0.0% | 81,885 | 0.0% | 0.37% | 0.0% |
Q4 2022 | $1,797,376 | -6.8% | 81,885 | -14.7% | 0.37% | -19.4% |
Q3 2022 | $1,928,000 | -0.6% | 95,963 | +14.6% | 0.46% | +3.8% |
Q2 2022 | $1,939,000 | +41.8% | 83,716 | +60.8% | 0.44% | +47.3% |
Q1 2022 | $1,367,000 | +4.2% | 52,075 | +8.6% | 0.30% | +4.5% |
Q4 2021 | $1,312,000 | +30.7% | 47,960 | +30.2% | 0.29% | +27.6% |
Q3 2021 | $1,004,000 | +12.3% | 36,830 | +22.0% | 0.22% | +9.2% |
Q2 2021 | $894,000 | +10.2% | 30,186 | +4.4% | 0.21% | -6.4% |
Q1 2021 | $811,000 | – | 28,908 | – | 0.22% | – |
Download |
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% |