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 | $5,280,274 | +1.6% | 233,951 | +5.6% | 0.27% | +1.9% |
| Q2 2023 | $5,197,164 | +6.6% | 221,533 | +4.6% | 0.27% | -13.9% |
| Q1 2023 | $4,876,073 | +13.8% | 211,819 | +8.5% | 0.31% | +2.3% |
| Q4 2022 | $4,283,521 | +26.9% | 195,149 | +16.1% | 0.30% | +17.9% |
| Q3 2022 | $3,376,000 | +213.5% | 168,048 | +261.4% | 0.26% | +217.3% |
| Q2 2022 | $1,077,000 | -3.8% | 46,505 | +9.0% | 0.08% | +12.5% |
| Q1 2022 | $1,119,000 | +15.7% | 42,660 | +20.8% | 0.07% | +28.6% |
| Q4 2021 | $967,000 | +6.4% | 35,328 | +6.0% | 0.06% | -11.1% |
| Q3 2021 | $909,000 | 0.0% | 33,340 | +8.7% | 0.06% | -14.9% |
| Q2 2021 | $909,000 | – | 30,680 | – | 0.07% | – |
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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% |