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 | $6,269,438 | +9.4% | 277,777 | +13.7% | 0.62% | +7.7% |
| Q2 2023 | $5,731,570 | +23.8% | 244,312 | +21.5% | 0.57% | +13.9% |
| Q1 2023 | $4,628,673 | +43.2% | 201,072 | +36.5% | 0.50% | +30.0% |
| Q4 2022 | $3,232,377 | -7.1% | 147,261 | -15.0% | 0.39% | -21.8% |
| Q3 2022 | $3,481,000 | +11.7% | 173,252 | +28.8% | 0.50% | -8.2% |
| Q2 2022 | $3,115,000 | +79.3% | 134,480 | +103.1% | 0.54% | +94.6% |
| Q1 2022 | $1,737,000 | – | 66,211 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 332,538 | $7,505,383 | 8.98% |
| Aquire Wealth Advisors, LLC | 910,866 | $20,558,246 | 8.57% |
| CPA Asset Management LLC | 527,732 | $11,910,912 | 8.35% |
| Envision Financial Planning, LLC | 366,535 | $8,272,698 | 8.19% |
| Morling Financial Advisors, LLC | 342,761 | $7,736,116 | 7.67% |
| Cable Hill Partners, LLC | 2,437,965 | $55,024,783 | 7.43% |
| Root Financial Partners, LLC | 593,324 | $13,391,324 | 7.09% |
| RAM Investment Partners, LLC | 741,886 | $16,744,368 | 7.08% |
| Plan Group Financial, LLC | 428,832 | $9,678,748 | 6.97% |
| Avondale Wealth Management | 343,360 | $7,749,639 | 6.80% |