DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 301 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| Chico Wealth RIA | 373,923 | $8,207,610 | 9.18% |
| CPA Asset Management LLC | 477,256 | $10,475,769 | 8.00% |
| Cable Hill Partners, LLC | 2,027,515 | $44,503,964 | 7.97% |
| Aquire Wealth Advisors, LLC | 697,943 | $15,319,849 | 7.62% |
| RAM Investment Partners, LLC | 563,594 | $12,370,896 | 7.61% |
| Vawter Financial, Ltd. | 268,502 | $5,893,608 | 6.87% |
| Creative Capital Management Investments LLC | 291,759 | $6,405 | 5.59% |
| Falcon Wealth Planning | 848,186 | $18,617,692 | 5.34% |
| Shore Point Advisors, LLC | 285,093 | $6,257,790 | 5.14% |
| Morling Financial Advisors, LLC | 178,449 | $3,916,956 | 5.00% |