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 | $2,194,086 | -59.9% | 100,785 | -55.9% | 0.12% | -58.6% |
| Q2 2023 | $5,475,538 | -9.1% | 228,433 | -13.4% | 0.28% | -19.0% |
| Q1 2023 | $6,024,914 | -9.7% | 263,903 | -7.5% | 0.35% | -13.9% |
| Q4 2022 | $6,672,712 | +30.9% | 285,403 | +16.6% | 0.41% | +12.4% |
| Q3 2022 | $5,098,000 | +24.4% | 244,851 | +37.8% | 0.36% | +22.6% |
| Q2 2022 | $4,099,000 | +28.3% | 177,678 | +31.5% | 0.30% | +21.7% |
| Q1 2022 | $3,194,000 | -1.7% | 135,126 | +13.0% | 0.24% | +6.1% |
| Q4 2021 | $3,249,000 | +26.6% | 119,546 | +30.6% | 0.23% | +27.8% |
| Q3 2021 | $2,567,000 | -41.0% | 91,517 | -41.0% | 0.18% | +11.1% |
| Q2 2021 | $4,348,000 | +133.9% | 155,146 | +143.0% | 0.16% | +5.9% |
| Q1 2021 | $1,859,000 | +56.1% | 63,850 | +54.0% | 0.15% | +35.4% |
| Q4 2020 | $1,191,000 | – | 41,471 | – | 0.11% | – |
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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% |