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 | $1,452,425 | -3.0% | 64,352 | +0.8% | 0.61% | +1.2% |
| Q2 2023 | $1,497,241 | +1.4% | 63,821 | -0.5% | 0.60% | -4.5% |
| Q1 2023 | $1,476,457 | -1.7% | 64,138 | -6.2% | 0.63% | -7.9% |
| Q4 2022 | $1,501,380 | +4.0% | 68,400 | -4.8% | 0.68% | -1.2% |
| Q3 2022 | $1,444,000 | -12.5% | 71,886 | +0.9% | 0.69% | -12.9% |
| Q2 2022 | $1,651,000 | -3.1% | 71,268 | +9.7% | 0.79% | +9.7% |
| Q1 2022 | $1,704,000 | -27.8% | 64,957 | -24.7% | 0.72% | -26.6% |
| Q4 2021 | $2,361,000 | +14.6% | 86,277 | +14.1% | 0.98% | +4.0% |
| Q3 2021 | $2,061,000 | +21.4% | 75,620 | +31.9% | 0.94% | +18.7% |
| Q2 2021 | $1,698,000 | +48.9% | 57,326 | +41.2% | 0.80% | +32.0% |
| Q1 2021 | $1,140,000 | – | 40,605 | – | 0.60% | – |
Download | ||||||
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% |