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 | $216,447 | -3.9% | 9,590 | -0.1% | 0.12% | +1.6% |
| Q2 2023 | $225,259 | +0.6% | 9,602 | -1.3% | 0.12% | -10.3% |
| Q1 2023 | $223,854 | +4.4% | 9,724 | -0.5% | 0.14% | -11.1% |
| Q4 2022 | $214,427 | -2.5% | 9,769 | +2.8% | 0.15% | -15.0% |
| Q2 2022 | $220,000 | -10.2% | 9,506 | +1.6% | 0.18% | +37.4% |
| Q1 2022 | $245,000 | -3.5% | 9,354 | +0.8% | 0.13% | +13.9% |
| Q4 2021 | $254,000 | -1.6% | 9,282 | -2.1% | 0.12% | 0.0% |
| Q3 2021 | $258,000 | -64.4% | 9,485 | -61.2% | 0.12% | -63.7% |
| Q2 2021 | $725,000 | – | 24,462 | – | 0.32% | – |
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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% |