DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $710,701 | +2.0% | 27,472 | -2.6% | 0.04% | -6.2% |
| Q1 2024 | $697,104 | +1.1% | 28,200 | -1.4% | 0.05% | -5.9% |
| Q4 2023 | $689,619 | +44.2% | 28,603 | +35.0% | 0.05% | +34.2% |
| Q3 2023 | $478,169 | -4.0% | 21,186 | -0.2% | 0.04% | -2.6% |
| Q2 2023 | $498,127 | +17.6% | 21,233 | +15.4% | 0.04% | +5.4% |
| Q1 2023 | $423,568 | -0.9% | 18,400 | -5.5% | 0.04% | -11.9% |
| Q4 2022 | $427,279 | – | 19,466 | – | 0.04% | – |
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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% |