DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 331 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,826,232 | +11.0% | 109,250 | +6.0% | 0.11% | 0.0% |
Q1 2024 | $2,546,663 | +3.7% | 103,022 | +1.1% | 0.11% | -3.4% |
Q4 2023 | $2,456,742 | +40.0% | 101,897 | +31.0% | 0.12% | +46.8% |
Q3 2023 | $1,754,963 | -52.9% | 77,758 | -48.7% | 0.08% | -3.7% |
Q2 2023 | $3,723,100 | +111.8% | 151,708 | +121.1% | 0.08% | +7.9% |
Q1 2023 | $1,757,780 | +106238.8% | 68,606 | +7.8% | 0.08% | +72.7% |
Q4 2022 | $1,653 | -99.9% | 63,653 | +12.0% | 0.04% | +15.8% |
Q3 2022 | $1,474,000 | +38.8% | 56,838 | +38.8% | 0.04% | +15.2% |
Q2 2022 | $1,062,000 | -38.0% | 40,956 | -38.0% | 0.03% | +57.1% |
Q1 2022 | $1,713,000 | +2153.9% | 66,100 | +2529.3% | 0.02% | +2000.0% |
Q4 2021 | $76,000 | -2.6% | 2,514 | -3.9% | 0.00% | -50.0% |
Q3 2021 | $78,000 | +2.6% | 2,616 | +6.2% | 0.00% | 0.0% |
Q2 2021 | $76,000 | +94.9% | 2,464 | +75.6% | 0.00% | +100.0% |
Q1 2021 | $39,000 | +1200.0% | 1,403 | +1211.2% | 0.00% | – |
Q4 2020 | $3,000 | – | 107 | – | 0.00% | – |
Download |
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% |