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 | $25,250,324 | +80.6% | 1,118,756 | +87.7% | 3.21% | +81.0% |
| Q2 2023 | $13,981,605 | +209.1% | 595,976 | +203.3% | 1.77% | +194.2% |
| Q1 2023 | $4,523,633 | +501.9% | 196,509 | +473.9% | 0.60% | +547.3% |
| Q4 2022 | $751,591 | +15.1% | 34,242 | +5.2% | 0.09% | -9.7% |
| Q3 2022 | $653,000 | +3741.2% | 32,538 | +4181.3% | 0.10% | +3333.3% |
| Q2 2022 | $17,000 | -15.0% | 760 | +0.7% | 0.00% | +50.0% |
| Q1 2022 | $20,000 | -94.9% | 755 | -94.7% | 0.00% | -95.7% |
| Q4 2021 | $393,000 | +2.1% | 14,346 | +1.5% | 0.05% | -2.1% |
| Q3 2021 | $385,000 | -5.4% | 14,132 | +2.7% | 0.05% | -11.3% |
| Q2 2021 | $407,000 | +3970.0% | 13,754 | +3689.0% | 0.05% | +2550.0% |
| Q1 2021 | $10,000 | – | 363 | – | 0.00% | – |
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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% |