DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,743,000 | -13.4% | 136,514 | -0.1% | 0.26% | -8.5% |
| Q2 2022 | $3,166,000 | +519.6% | 136,691 | +601.9% | 0.28% | +662.2% |
| Q1 2022 | $511,000 | +41.2% | 19,474 | +46.8% | 0.04% | +27.6% |
| Q4 2021 | $362,000 | 0.0% | 13,270 | 0.0% | 0.03% | -12.1% |
| Q3 2021 | $362,000 | +37.6% | 13,270 | +49.7% | 0.03% | +65.0% |
| Q2 2021 | $263,000 | +23.5% | 8,866 | +16.9% | 0.02% | +11.1% |
| Q1 2021 | $213,000 | – | 7,587 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |