DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 229 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 | ||||
|---|---|---|---|---|---|---|
| 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 | 373,923 | $8,207,610 | 9.18% |
| CPA Asset Management LLC | 477,256 | $10,475,769 | 8.00% |
| Cable Hill Partners, LLC | 2,027,515 | $44,503,964 | 7.97% |
| Aquire Wealth Advisors, LLC | 697,943 | $15,319,849 | 7.62% |
| RAM Investment Partners, LLC | 563,594 | $12,370,896 | 7.61% |
| Vawter Financial, Ltd. | 268,502 | $5,893,608 | 6.87% |
| Creative Capital Management Investments LLC | 291,759 | $6,405 | 5.59% |
| Falcon Wealth Planning | 848,186 | $18,617,692 | 5.34% |
| Shore Point Advisors, LLC | 285,093 | $6,257,790 | 5.14% |
| Morling Financial Advisors, LLC | 178,449 | $3,916,956 | 5.00% |