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 | $8,270 | +1013.1% | 366,412 | +1035.5% | 0.39% | +1190.0% |
| Q1 2023 | $743 | -88.6% | 32,269 | -89.1% | 0.03% | -90.9% |
| Q4 2022 | $6,521 | -100.0% | 297,085 | -51.0% | 0.33% | -56.3% |
| Q2 2022 | $14,053,000 | +4.7% | 606,787 | +18.6% | 0.75% | +62.2% |
| Q1 2022 | $13,425,000 | -29.5% | 511,637 | -26.4% | 0.46% | -9.2% |
| Q4 2021 | $19,030,000 | +757.6% | 695,558 | +828.7% | 0.51% | +359.5% |
| Q2 2021 | $2,219,000 | +0.1% | 74,897 | -5.1% | 0.11% | -7.5% |
| Q1 2021 | $2,216,000 | – | 78,963 | – | 0.12% | – |
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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% |