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 | $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 ↓ |
|---|---|---|---|
| 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% |