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 | $15,182,356 | -1.3% | 672,679 | +2.6% | 2.86% | -7.3% |
| Q2 2023 | $15,385,937 | +3.0% | 655,837 | +1.1% | 3.09% | -7.1% |
| Q1 2023 | $14,939,583 | +3.5% | 648,983 | -1.3% | 3.32% | +0.5% |
| Q4 2022 | $14,435,069 | +175.0% | 657,634 | +151.6% | 3.31% | +134.2% |
| Q3 2022 | $5,250,000 | +105.7% | 261,345 | +137.2% | 1.41% | +98.7% |
| Q2 2022 | $2,552,000 | +19.0% | 110,202 | +34.8% | 0.71% | +38.3% |
| Q1 2022 | $2,145,000 | +11.7% | 81,761 | +16.5% | 0.51% | +11.3% |
| Q4 2021 | $1,920,000 | +14.7% | 70,164 | +14.2% | 0.46% | -0.2% |
| Q3 2021 | $1,674,000 | +583.3% | 61,417 | +642.4% | 0.46% | +403.3% |
| Q2 2021 | $245,000 | – | 8,273 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relaxing Retirement Coach | 329,948 | $9,026,000 | 5.19% |
| Midwest Heritage Bank, FSB | 168,646 | $4,614,000 | 4.48% |
| Aquire Wealth Advisors, LLC | 228,964 | $6,264,000 | 3.28% |
| Adams Chetwood Wealth Management LLC | 145,982 | $3,994,000 | 2.71% |
| Waypoint Wealth Partners Inc. | 284,400 | $7,781,000 | 2.66% |
| Moisand Fitzgerald Tamayo, LLC | 262,851 | $7,192,000 | 2.02% |
| Crown Wealth Group, LLC | 63,067 | $1,726,000 | 1.60% |
| WMG Financial Advisors, LLC | 72,709 | $1,988,000 | 1.55% |
| AWM CAPITAL, LLC | 61,613 | $1,686,000 | 1.28% |
| FirstPurpose Wealth LLC | 68,021 | $1,861,000 | 1.17% |