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 | $768,915 | +1.7% | 34,068 | +5.7% | 0.08% | 0.0% |
| Q2 2023 | $756,045 | +10.1% | 32,227 | +8.1% | 0.08% | -7.4% |
| Q1 2023 | $686,456 | +7.9% | 29,820 | +2.9% | 0.08% | +6.6% |
| Q4 2022 | $636,287 | +2.0% | 28,988 | -6.7% | 0.08% | -6.2% |
| Q3 2022 | $624,000 | -22.0% | 31,063 | -10.0% | 0.08% | -16.5% |
| Q2 2022 | $800,000 | -8.0% | 34,526 | +4.1% | 0.10% | +2.1% |
| Q1 2022 | $870,000 | +31.0% | 33,169 | +36.7% | 0.10% | +20.3% |
| Q4 2021 | $664,000 | +27.9% | 24,258 | +27.4% | 0.08% | +19.7% |
| Q3 2021 | $519,000 | +31.1% | 19,043 | +42.4% | 0.07% | +32.0% |
| Q2 2021 | $396,000 | +77.6% | 13,369 | +68.4% | 0.05% | +61.3% |
| Q1 2021 | $223,000 | – | 7,938 | – | 0.03% | – |
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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% |