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 | $2,596,837 | -19.3% | 115,057 | -16.2% | 0.05% | -16.4% |
| Q2 2023 | $3,219,279 | -49.3% | 137,224 | -50.3% | 0.06% | -61.0% |
| Q1 2023 | $6,350,635 | -56.3% | 275,875 | -58.4% | 0.14% | -60.5% |
| Q4 2022 | $14,541,229 | +25.8% | 662,471 | +15.2% | 0.36% | -1.9% |
| Q3 2022 | $11,555,000 | -14.5% | 575,144 | -1.4% | 0.36% | -4.7% |
| Q2 2022 | $13,509,000 | -8.4% | 583,275 | +3.8% | 0.38% | +3.5% |
| Q1 2022 | $14,752,000 | +3.8% | 562,184 | +8.3% | 0.37% | -4.7% |
| Q4 2021 | $14,207,000 | – | 519,260 | – | 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% |