DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 230 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,471,520 | -0.7% | 714,013 | -5.1% | 0.03% | -7.1% |
| Q1 2024 | $18,601,805 | -39.5% | 752,500 | -41.0% | 0.03% | -44.0% |
| Q4 2023 | $30,765,386 | +6.6% | 1,276,043 | -0.2% | 0.05% | -3.8% |
| Q3 2023 | $28,849,183 | +0.5% | 1,278,209 | +4.4% | 0.05% | +2.0% |
| Q2 2023 | $28,713,657 | -2.7% | 1,223,941 | -4.5% | 0.05% | -8.9% |
| Q1 2023 | $29,517,362 | +45.8% | 1,282,249 | +39.0% | 0.06% | +36.6% |
| Q4 2022 | $20,242,421 | +343.2% | 922,201 | +305.6% | 0.04% | +310.0% |
| Q3 2022 | $4,567,000 | +20.4% | 227,342 | +38.9% | 0.01% | +25.0% |
| Q2 2022 | $3,792,000 | +39.1% | 163,729 | +57.6% | 0.01% | +60.0% |
| Q1 2022 | $2,726,000 | +337.6% | 103,900 | +356.4% | 0.01% | +400.0% |
| Q4 2021 | $623,000 | +74.0% | 22,765 | +73.3% | 0.00% | 0.0% |
| Q3 2021 | $358,000 | +17.8% | 13,134 | +28.0% | 0.00% | 0.0% |
| Q2 2021 | $304,000 | +10.1% | 10,259 | +4.3% | 0.00% | 0.0% |
| Q1 2021 | $276,000 | – | 9,839 | – | 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% |