DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 230 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $300,146 | +19.3% | 11,602 | +14.0% | 0.17% | +23.9% |
| Q1 2024 | $251,520 | +5.7% | 10,175 | +3.1% | 0.13% | -4.3% |
| Q4 2023 | $238,046 | +10.0% | 9,873 | +3.0% | 0.14% | +12.9% |
| 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 ↓ |
|---|---|---|---|
| Plan Group Financial, LLC | 536,469 | $12,719,800 | 10.62% |
| Chico Wealth RIA | 321,892 | $7,551,586 | 9.00% |
| Aquire Wealth Advisors, LLC | 895,628 | $21,011,433 | 8.38% |
| CPA Asset Management LLC | 479,376 | $11,246,161 | 8.08% |
| Cable Hill Partners, LLC | 2,311,332 | $54,223,840 | 7.07% |
| Root Financial Partners, LLC | 503,812 | $11,819,419 | 7.04% |
| RAM Investment Partners, LLC | 710,331 | $16,664,376 | 6.97% |
| Avondale Wealth Management | 343,395 | $8,056,045 | 6.77% |
| Morling Financial Advisors, LLC | 296,738 | $6,961,476 | 6.69% |
| Creative Capital Management Investments LLC | 361,406 | $8,478,585 | 6.11% |