DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,767,829 | -1.9% | 698,619 | +1.9% | 1.49% | +2.9% |
| Q2 2023 | $16,080,573 | +8.4% | 685,446 | +6.4% | 1.45% | +3.4% |
| Q1 2023 | $14,834,592 | +7.6% | 644,422 | +2.6% | 1.40% | +3.7% |
| Q4 2022 | $13,782,822 | +629.6% | 627,919 | +567.9% | 1.35% | +551.7% |
| Q3 2022 | $1,889,000 | +4.2% | 94,020 | +20.2% | 0.21% | +8.4% |
| Q2 2022 | $1,812,000 | +16.8% | 78,229 | +32.3% | 0.19% | +30.8% |
| Q1 2022 | $1,552,000 | +1663.6% | 59,135 | +1747.4% | 0.15% | +1725.0% |
| Q4 2021 | $88,000 | – | 3,201 | – | 0.01% | – |
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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% |