DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 326 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,402,977 | +5.3% | 62,161 | +9.5% | 0.01% | -45.0% |
Q2 2023 | $1,331,988 | -29.0% | 56,777 | -30.4% | 0.02% | -33.3% |
Q1 2023 | $1,876,729 | -54.1% | 81,526 | -56.2% | 0.03% | -14.3% |
Q4 2022 | $4,085,554 | -87.4% | 186,130 | -88.5% | 0.04% | -88.1% |
Q3 2022 | $32,526,069 | +171.9% | 1,619,022 | +213.4% | 0.29% | +11.8% |
Q2 2022 | $11,964,629 | – | 516,607 | – | 0.26% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |