DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 215 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,590,930 | -46.4% | 70,489 | -44.3% | 0.01% | -44.0% |
| Q2 2023 | $2,970,214 | -14.5% | 126,608 | -16.1% | 0.02% | -28.6% |
| Q1 2023 | $3,471,919 | -1.2% | 150,822 | -5.8% | 0.04% | -10.3% |
| Q4 2022 | $3,515,146 | -15.5% | 160,143 | -22.7% | 0.04% | -26.4% |
| Q3 2022 | $4,161,000 | -15.3% | 207,130 | -2.4% | 0.05% | -20.9% |
| Q2 2022 | $4,914,000 | +1037.5% | 212,170 | +1188.5% | 0.07% | +1016.7% |
| Q1 2022 | $432,000 | +282.3% | 16,466 | +299.4% | 0.01% | +200.0% |
| Q4 2021 | $113,000 | -93.7% | 4,123 | -93.7% | 0.00% | -93.3% |
| Q3 2021 | $1,796,000 | -12.5% | 65,919 | -4.9% | 0.03% | -21.1% |
| Q2 2021 | $2,053,000 | +3.0% | 69,311 | -2.4% | 0.04% | -7.3% |
| Q1 2021 | $1,994,000 | – | 71,047 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |