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 | $2,310,190 | +15.1% | 102,357 | +19.6% | 0.03% | -12.1% |
| Q2 2023 | $2,007,002 | -4.3% | 85,548 | -6.1% | 0.03% | -8.3% |
| Q1 2023 | $2,097,729 | +4.1% | 91,127 | -0.8% | 0.04% | -7.7% |
| Q4 2022 | $2,015,982 | -7.0% | 91,841 | -14.9% | 0.04% | -20.4% |
| Q3 2022 | $2,168,000 | +2.5% | 107,978 | +18.0% | 0.05% | +8.9% |
| Q2 2022 | $2,115,000 | +94.9% | 91,500 | +121.3% | 0.04% | +200.0% |
| Q1 2022 | $1,085,000 | – | 41,338 | – | 0.02% | – |
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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% |