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 | $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 ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 279,247 | $6,467,000 | 6.04% |
| Midwest Heritage Bank, FSB | 242,486 | $5,616,000 | 5.08% |
| Parcion Private Wealth LLC | 2,258,439 | $51,379,000 | 5.07% |
| AWM CAPITAL, LLC | 433,228 | $10,034,000 | 4.92% |
| 3D/L Capital Management, LLC | 746,686 | $17,293,000 | 4.83% |
| Relaxing Retirement Coach | 400,672 | $9,280,000 | 4.68% |
| Chico Wealth RIA | 241,309 | $5,589,000 | 4.54% |
| West Financial Advisors, LLC | 598,543 | $13,862,000 | 4.03% |
| Aquire Wealth Advisors, LLC | 292,150 | $6,766,000 | 3.95% |
| PERRITT CAPITAL MANAGEMENT INC | 254,452 | $5,893,000 | 3.58% |