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 | $2,908,361 | +46.2% | 128,859 | +52.0% | 0.00% | 0.0% |
| Q2 2023 | $1,988,738 | -30.0% | 84,775 | -31.3% | 0.00% | -20.0% |
| Q1 2023 | $2,840,060 | -22.7% | 123,373 | -26.3% | 0.01% | -28.6% |
| Q4 2022 | $3,675,000 | -21.0% | 167,439 | -27.6% | 0.01% | -36.4% |
| Q3 2022 | $4,649,000 | +10.6% | 231,370 | +27.5% | 0.01% | +22.2% |
| Q2 2022 | $4,202,000 | +71.9% | 181,432 | +92.0% | 0.01% | +80.0% |
| Q1 2022 | $2,444,000 | +64.0% | 94,514 | +73.6% | 0.01% | +66.7% |
| Q4 2021 | $1,490,000 | +84.2% | 54,428 | +83.5% | 0.00% | +50.0% |
| Q3 2021 | $809,000 | +779.3% | 29,653 | +855.0% | 0.00% | – |
| Q2 2021 | $92,000 | +318.2% | 3,105 | +302.2% | 0.00% | – |
| Q1 2021 | $22,000 | – | 772 | – | 0.00% | – |
Download | ||||||
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% |