DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 301 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |