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 | $567,613 | +0.5% | 25,149 | +4.5% | 0.23% | -3.0% |
| Q2 2023 | $564,659 | +1.7% | 24,069 | -0.2% | 0.24% | -6.3% |
| Q1 2023 | $555,058 | +6.1% | 24,112 | +0.7% | 0.25% | -9.4% |
| Q4 2022 | $523,035 | -65.0% | 23,950 | -67.8% | 0.28% | -82.3% |
| Q3 2022 | $1,495,000 | -12.2% | 74,437 | +1.2% | 1.57% | -15.9% |
| Q2 2022 | $1,703,000 | +32.8% | 73,574 | +50.5% | 1.87% | +49.4% |
| Q1 2022 | $1,282,000 | +186.2% | 48,872 | +197.7% | 1.25% | +217.3% |
| Q4 2021 | $448,000 | – | 16,414 | – | 0.39% | – |
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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% |