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 | $9,678,471 | +0.5% | 428,820 | +4.5% | 0.17% | +11.7% |
| Q2 2023 | $9,631,282 | +13.3% | 410,541 | +11.2% | 0.15% | +2.0% |
| Q1 2023 | $8,497,268 | +19.3% | 369,125 | +13.8% | 0.15% | +10.2% |
| Q4 2022 | $7,119,725 | +32.0% | 324,361 | +20.8% | 0.14% | +18.1% |
| Q3 2022 | $5,394,000 | +59.7% | 268,480 | +84.1% | 0.12% | +50.6% |
| Q2 2022 | $3,377,000 | +19.1% | 145,817 | +34.9% | 0.08% | +37.5% |
| Q1 2022 | $2,836,000 | +5.7% | 108,077 | +10.2% | 0.06% | +5.7% |
| Q4 2021 | $2,684,000 | +134.6% | 98,099 | +133.7% | 0.05% | +89.3% |
| Q3 2021 | $1,144,000 | +340.0% | 41,968 | +378.9% | 0.03% | +300.0% |
| Q2 2021 | $260,000 | – | 8,763 | – | 0.01% | – |
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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% |