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 | $4,195,994 | +10.9% | 185,910 | +15.3% | 0.62% | +16.6% |
| Q2 2023 | $3,782,944 | +0.0% | 161,250 | -1.8% | 0.54% | -8.1% |
| Q1 2023 | $3,781,448 | +112947.8% | 164,267 | +7.8% | 0.58% | +5.0% |
| Q4 2022 | $3,345 | -99.9% | 152,371 | -6.0% | 0.56% | -12.2% |
| Q3 2022 | $3,255,000 | +9.6% | 162,012 | +26.4% | 0.63% | +14.7% |
| Q2 2022 | $2,969,000 | +26.0% | 128,207 | +42.8% | 0.55% | +16.2% |
| Q1 2022 | $2,356,000 | +122.7% | 89,795 | +132.1% | 0.47% | +116.4% |
| Q4 2021 | $1,058,000 | +151.9% | 38,685 | +151.0% | 0.22% | +135.5% |
| Q3 2021 | $420,000 | +31.7% | 15,410 | +43.2% | 0.09% | +22.4% |
| Q2 2021 | $319,000 | – | 10,759 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |