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 | $4,064,127 | +5.1% | 180,067 | +9.2% | 0.50% | +8.0% |
| Q2 2023 | $3,868,262 | +14.3% | 164,887 | +12.1% | 0.46% | +5.2% |
| Q1 2023 | $3,385,332 | +20.4% | 147,060 | +14.8% | 0.44% | +21.3% |
| Q4 2022 | $2,812,736 | +11.3% | 128,142 | +71.8% | 0.36% | +2.5% |
| Q3 2022 | $2,527,000 | -38.7% | 74,574 | -58.1% | 0.35% | -43.2% |
| Q2 2022 | $4,122,000 | +81.2% | 177,983 | +114.0% | 0.62% | +78.2% |
| Q1 2022 | $2,275,000 | 0.0% | 83,166 | 0.0% | 0.35% | 0.0% |
| Q4 2021 | $2,275,000 | +51.2% | 83,166 | +50.5% | 0.35% | +37.4% |
| Q3 2021 | $1,505,000 | +32.7% | 55,265 | +44.3% | 0.25% | +30.9% |
| Q2 2021 | $1,134,000 | +69.3% | 38,301 | +60.3% | 0.19% | +55.2% |
| Q1 2021 | $670,000 | – | 23,896 | – | 0.12% | – |
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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% |