DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 217 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,950,960 | +4.1% | 655,236 | -0.5% | 1.34% | +3.4% |
| Q1 2024 | $16,282,831 | +0.1% | 658,691 | -2.4% | 1.29% | -6.5% |
| Q4 2023 | $16,266,863 | +3.2% | 674,694 | -3.4% | 1.38% | -7.1% |
| 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 ↓ |
|---|---|---|---|
| Plan Group Financial, LLC | 536,469 | $12,719,800 | 10.62% |
| Chico Wealth RIA | 321,892 | $7,551,586 | 9.00% |
| Aquire Wealth Advisors, LLC | 895,628 | $21,011,433 | 8.38% |
| CPA Asset Management LLC | 479,376 | $11,246,161 | 8.08% |
| Cable Hill Partners, LLC | 2,311,332 | $54,223,840 | 7.07% |
| Root Financial Partners, LLC | 503,812 | $11,819,419 | 7.04% |
| RAM Investment Partners, LLC | 710,331 | $16,664,376 | 6.97% |
| Avondale Wealth Management | 343,395 | $8,056,045 | 6.77% |
| Morling Financial Advisors, LLC | 296,738 | $6,961,476 | 6.69% |
| Creative Capital Management Investments LLC | 361,406 | $8,478,585 | 6.11% |