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 2023 | $1,024 | -9.9% | 45,407 | -6.4% | 0.14% | -6.7% |
| Q2 2023 | $1,137 | -4.5% | 48,489 | -6.2% | 0.15% | -8.6% |
| Q1 2023 | $1,190 | +22.9% | 51,711 | +17.2% | 0.16% | +14.0% |
| Q4 2022 | $968 | -99.9% | 44,137 | -43.3% | 0.14% | -44.1% |
| Q3 2022 | $1,564,000 | +83.1% | 77,874 | +111.3% | 0.26% | +92.5% |
| Q2 2022 | $854,000 | -32.9% | 36,858 | -24.1% | 0.13% | -26.5% |
| Q1 2022 | $1,273,000 | – | 48,530 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relaxing Retirement Coach | 329,948 | $9,026,000 | 5.19% |
| Midwest Heritage Bank, FSB | 168,646 | $4,614,000 | 4.48% |
| Aquire Wealth Advisors, LLC | 228,964 | $6,264,000 | 3.28% |
| Adams Chetwood Wealth Management LLC | 145,982 | $3,994,000 | 2.71% |
| Waypoint Wealth Partners Inc. | 284,400 | $7,781,000 | 2.66% |
| Moisand Fitzgerald Tamayo, LLC | 262,851 | $7,192,000 | 2.02% |
| Crown Wealth Group, LLC | 63,067 | $1,726,000 | 1.60% |
| WMG Financial Advisors, LLC | 72,709 | $1,988,000 | 1.55% |
| AWM CAPITAL, LLC | 61,613 | $1,686,000 | 1.28% |
| FirstPurpose Wealth LLC | 68,021 | $1,861,000 | 1.17% |