DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 217 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $776,939 | +7.7% | 30,302 | +3.8% | 0.02% | 0.0% |
| Q1 2024 | $721,466 | -91.0% | 29,186 | -91.3% | 0.02% | -91.8% |
| Q4 2023 | $8,045,839 | +706.1% | 333,714 | +654.6% | 0.28% | +617.9% |
| Q3 2023 | $998,178 | -33.1% | 44,226 | -30.5% | 0.04% | -31.6% |
| Q2 2023 | $1,492,277 | -31.0% | 63,609 | -32.3% | 0.06% | -36.0% |
| Q1 2023 | $2,163,752 | +248.1% | 93,994 | +231.9% | 0.09% | +217.9% |
| Q4 2022 | $621,576 | +71.7% | 28,318 | +57.3% | 0.03% | +47.4% |
| Q3 2022 | $362,000 | +45.4% | 18,003 | +67.2% | 0.02% | +18.8% |
| Q2 2022 | $249,000 | -13.5% | 10,767 | -2.1% | 0.02% | 0.0% |
| Q1 2022 | $288,000 | – | 10,994 | – | 0.02% | – |
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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% |