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 | $7,527,026 | -5.1% | 333,497 | -1.3% | 0.14% | -1.4% |
| Q2 2023 | $7,930,546 | +59.4% | 338,045 | +56.5% | 0.14% | -25.4% |
| Q1 2023 | $4,973,913 | +24.0% | 216,069 | +18.3% | 0.19% | +18.4% |
| Q4 2022 | $4,010,071 | +1424.7% | 182,691 | +1724.2% | 0.16% | +1258.3% |
| Q1 2022 | $263,000 | -12.0% | 10,015 | -8.4% | 0.01% | +9.1% |
| Q4 2021 | $299,000 | – | 10,930 | – | 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% |