DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 331 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,744,700 | +1.0% | 724,573 | -0.3% | 2.13% | +5.1% |
| Q1 2024 | $18,557,066 | +10.0% | 726,588 | +3.8% | 2.02% | -0.6% |
| Q4 2023 | $16,876,364 | +16.7% | 699,974 | +9.2% | 2.04% | +7.1% |
| Q3 2023 | $14,460,969 | -3.6% | 640,716 | +0.2% | 1.90% | -0.1% |
| Q2 2023 | $14,997,439 | -13.9% | 639,277 | -15.5% | 1.90% | -18.1% |
| Q1 2023 | $17,411,540 | +19.9% | 756,366 | +14.3% | 2.32% | +6.4% |
| Q4 2022 | $14,523,005 | +46.7% | 661,640 | +34.3% | 2.18% | +28.0% |
| Q3 2022 | $9,900,000 | +9.7% | 492,771 | +26.4% | 1.71% | +15.3% |
| Q2 2022 | $9,026,000 | +155.5% | 389,731 | +189.6% | 1.48% | +137.4% |
| Q1 2022 | $3,532,000 | +124.1% | 134,588 | +133.6% | 0.62% | +120.1% |
| Q4 2021 | $1,576,000 | +57.1% | 57,610 | +56.6% | 0.28% | +35.4% |
| Q3 2021 | $1,003,000 | +309.4% | 36,793 | +344.6% | 0.21% | +287.0% |
| Q2 2021 | $245,000 | – | 8,276 | – | 0.05% | – |
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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% |