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 | $9,097,345 | -0.5% | 403,072 | +3.4% | 2.73% | -0.7% |
| Q2 2023 | $9,141,975 | +13.4% | 389,684 | +11.2% | 2.75% | +7.5% |
| Q1 2023 | $8,064,140 | +9.9% | 350,310 | +4.8% | 2.56% | +3.9% |
| Q4 2022 | $7,337,855 | +10.2% | 334,299 | +0.9% | 2.46% | -0.9% |
| Q3 2022 | $6,658,000 | +8.4% | 331,395 | +25.0% | 2.48% | +14.1% |
| Q2 2022 | $6,142,000 | +22.4% | 265,192 | +38.7% | 2.18% | +39.2% |
| Q1 2022 | $5,018,000 | – | 191,223 | – | 1.56% | – |
Download | ||||||
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% |