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 | $10,525,858 | +30.4% | 466,365 | +35.6% | 0.23% | +34.5% |
| Q2 2023 | $8,069,747 | +6.9% | 343,979 | +4.9% | 0.17% | +16.8% |
| Q1 2023 | $7,547,475 | -39.7% | 327,866 | -42.5% | 0.15% | -58.0% |
| Q4 2022 | $12,522,628 | -42.3% | 570,507 | -47.2% | 0.36% | -47.9% |
| Q3 2022 | $21,696,000 | +162.3% | 1,079,957 | +242.6% | 0.68% | +194.0% |
| Q1 2022 | $8,271,000 | +161.5% | 315,195 | +171.5% | 0.23% | +81.2% |
| Q3 2021 | $3,163,000 | +355.1% | 116,084 | +394.8% | 0.13% | +433.3% |
| Q2 2021 | $695,000 | – | 23,461 | – | 0.02% | – |
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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% |