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 | $99,883,467 | +23.5% | 4,425,497 | +28.4% | 0.03% | +25.9% |
| Q2 2023 | $80,886,749 | +26.4% | 3,447,858 | +24.1% | 0.03% | +17.4% |
| Q1 2023 | $63,981,995 | +49.9% | 2,779,409 | +42.9% | 0.02% | +43.8% |
| Q4 2022 | $42,679,690 | +712.8% | 1,944,405 | +643.9% | 0.02% | +700.0% |
| Q3 2022 | $5,251,000 | +119.8% | 261,394 | +153.4% | 0.00% | +100.0% |
| Q2 2022 | $2,389,000 | +0.7% | 103,149 | +14.1% | 0.00% | 0.0% |
| Q1 2022 | $2,372,000 | +54.2% | 90,393 | +60.8% | 0.00% | – |
| Q4 2021 | $1,538,000 | +60.4% | 56,227 | +59.8% | 0.00% | – |
| Q3 2021 | $959,000 | +102.7% | 35,177 | +120.3% | 0.00% | – |
| Q2 2021 | $473,000 | – | 15,971 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |