DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 326 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,218,234 | +0.5% | 142,589 | +4.5% | 0.48% | +0.8% |
| Q2 2023 | $3,201,117 | +9.1% | 136,450 | +7.1% | 0.48% | +1.7% |
| Q1 2023 | $2,933,254 | +23.6% | 127,422 | +17.8% | 0.47% | +12.3% |
| Q4 2022 | $2,373,322 | +42.5% | 108,124 | +30.5% | 0.42% | +28.4% |
| Q3 2022 | $1,665,000 | +114.8% | 82,859 | +147.7% | 0.32% | +113.2% |
| Q2 2022 | $775,000 | -31.9% | 33,448 | -22.9% | 0.15% | -28.0% |
| Q1 2022 | $1,138,000 | +492.7% | 43,364 | +519.1% | 0.21% | +486.1% |
| Q4 2021 | $192,000 | -34.5% | 7,004 | -34.8% | 0.04% | -39.0% |
| Q3 2021 | $293,000 | -12.8% | 10,745 | -5.3% | 0.06% | -14.5% |
| Q2 2021 | $336,000 | +114.0% | 11,346 | +102.9% | 0.07% | +102.9% |
| Q1 2021 | $157,000 | +214.0% | 5,591 | +200.4% | 0.03% | +209.1% |
| Q4 2020 | $50,000 | – | 1,861 | – | 0.01% | – |
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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% |