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 | $5,672,870 | +7.1% | 251,346 | +11.3% | 1.86% | +13.9% |
| Q2 2023 | $5,297,443 | +6.4% | 225,807 | +4.4% | 1.64% | +2.3% |
| Q1 2023 | $4,978,688 | +27.5% | 216,277 | +21.6% | 1.60% | +23.6% |
| Q4 2022 | $3,903,912 | +19.5% | 177,855 | +9.4% | 1.29% | +152.5% |
| Q3 2022 | $3,267,000 | +69.6% | 162,618 | +95.5% | 0.51% | -22.1% |
| Q2 2022 | $1,926,000 | +135.2% | 83,182 | +166.6% | 0.66% | +318.5% |
| Q1 2022 | $819,000 | – | 31,197 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |