DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 217 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $81,651,604 | +10.5% | 3,156,258 | +5.6% | 0.16% | +3.3% |
| Q1 2024 | $73,861,471 | +6.9% | 2,987,923 | +4.3% | 0.15% | -6.7% |
| Q4 2023 | $69,072,242 | +1.6% | 2,864,880 | -4.9% | 0.16% | -9.9% |
| Q3 2023 | $68,012,104 | +8.6% | 3,013,385 | +12.8% | 0.18% | +9.0% |
| Q2 2023 | $62,644,135 | +99919.4% | 2,670,363 | -1.9% | 0.17% | -8.2% |
| Q1 2023 | $62,632 | +14.8% | 2,720,777 | +9.4% | 0.18% | +4.0% |
| Q4 2022 | $54,571 | -99.8% | 2,486,136 | +57.5% | 0.18% | +37.8% |
| Q3 2022 | $31,713,000 | +56.5% | 1,578,579 | +80.5% | 0.13% | +53.0% |
| Q2 2022 | $20,260,000 | +37.8% | 874,792 | +56.1% | 0.08% | +50.9% |
| Q1 2022 | $14,701,000 | +1660.6% | 560,230 | +1736.5% | 0.06% | +1275.0% |
| Q4 2021 | $835,000 | – | 30,506 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Plan Group Financial, LLC | 536,469 | $12,719,800 | 10.62% |
| Chico Wealth RIA | 321,892 | $7,551,586 | 9.00% |
| Aquire Wealth Advisors, LLC | 895,628 | $21,011,433 | 8.38% |
| CPA Asset Management LLC | 479,376 | $11,246,161 | 8.08% |
| Cable Hill Partners, LLC | 2,311,332 | $54,223,840 | 7.07% |
| Root Financial Partners, LLC | 503,812 | $11,819,419 | 7.04% |
| RAM Investment Partners, LLC | 710,331 | $16,664,376 | 6.97% |
| Avondale Wealth Management | 343,395 | $8,056,045 | 6.77% |
| Morling Financial Advisors, LLC | 296,738 | $6,961,476 | 6.69% |
| Creative Capital Management Investments LLC | 361,406 | $8,478,585 | 6.11% |