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% | – |
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% |