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 | $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 ↓ |
|---|---|---|---|
| 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% |