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 | $20,376,773 | +0.9% | 902,826 | +4.8% | 0.29% | +0.3% |
| Q2 2023 | $20,201,764 | +30.9% | 861,115 | +22.5% | 0.29% | +2.5% |
| Q1 2023 | $15,429,946 | 0.0% | 702,959 | 0.0% | 0.28% | +0.4% |
| Q4 2022 | $15,429,946 | +177.7% | 702,959 | +154.1% | 0.28% | +147.8% |
| Q3 2022 | $5,557,000 | +15.1% | 276,608 | +32.7% | 0.11% | +18.9% |
| Q2 2022 | $4,828,000 | +103.7% | 208,473 | +130.8% | 0.10% | +102.1% |
| Q1 2022 | $2,370,000 | +180.8% | 90,315 | +192.9% | 0.05% | +193.8% |
| Q4 2021 | $844,000 | +283.6% | 30,837 | +282.4% | 0.02% | +220.0% |
| Q3 2021 | $220,000 | – | 8,064 | – | 0.01% | – |
Download | ||||||
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% |