DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 215 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,385,750 | -2.2% | 504,464 | +1.6% | 2.40% | +1.0% |
| Q2 2023 | $11,647,130 | +4.8% | 496,468 | +2.9% | 2.38% | +0.3% |
| Q1 2023 | $11,111,458 | +7.5% | 482,687 | +2.5% | 2.37% | +0.7% |
| Q4 2022 | $10,340,509 | +19.9% | 471,094 | +9.8% | 2.36% | -0.3% |
| Q3 2022 | $8,622,000 | -4.5% | 429,152 | +10.1% | 2.36% | -2.6% |
| Q2 2022 | $9,027,000 | +44.2% | 389,765 | +63.4% | 2.43% | -14.7% |
| Q1 2022 | $6,259,000 | -13.0% | 238,521 | -9.3% | 2.85% | +40.6% |
| Q4 2021 | $7,192,000 | +505.4% | 262,851 | +503.0% | 2.02% | +407.5% |
| Q3 2021 | $1,188,000 | +1673.1% | 43,593 | +1837.5% | 0.40% | +1562.5% |
| Q2 2021 | $67,000 | – | 2,250 | – | 0.02% | – |
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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% |