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 | $664,394 | -11.1% | 29,437 | -7.6% | 0.08% | 0.0% |
| Q2 2023 | $747,553 | +2.2% | 31,865 | +0.3% | 0.08% | -6.2% |
| Q1 2023 | $731,231 | +5.1% | 31,765 | +0.2% | 0.08% | -5.9% |
| Q4 2022 | $695,596 | -6.0% | 31,690 | -14.0% | 0.08% | -12.4% |
| Q3 2022 | $740,000 | -25.3% | 36,832 | -13.8% | 0.10% | -20.5% |
| Q2 2022 | $990,000 | -20.2% | 42,725 | -9.7% | 0.12% | -19.7% |
| Q1 2022 | $1,241,000 | -3.8% | 47,303 | +0.3% | 0.15% | -1.9% |
| Q4 2021 | $1,290,000 | -7.9% | 47,159 | -8.2% | 0.16% | -15.3% |
| Q3 2021 | $1,400,000 | +115.1% | 51,360 | +133.6% | 0.18% | +108.0% |
| Q2 2021 | $651,000 | +139.3% | 21,985 | +126.8% | 0.09% | +114.6% |
| Q1 2021 | $272,000 | – | 9,695 | – | 0.04% | – |
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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% |