DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 229 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,326,002 | -1.4% | 58,751 | +2.5% | 0.78% | +0.9% |
| Q2 2023 | $1,344,551 | +2.8% | 57,312 | +0.9% | 0.78% | +3.9% |
| Q1 2023 | $1,307,558 | +6.9% | 56,801 | +2.0% | 0.75% | -8.9% |
| Q4 2022 | $1,222,831 | +4.7% | 55,710 | -4.2% | 0.82% | -2.5% |
| Q3 2022 | $1,168,000 | -10.1% | 58,132 | +3.7% | 0.84% | -3.3% |
| Q2 2022 | $1,299,000 | -8.1% | 56,068 | +4.1% | 0.87% | -7.9% |
| Q1 2022 | $1,413,000 | – | 53,852 | – | 0.95% | – |
Download | ||||||
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% |