DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 229 filers reported holding DIMENSIONAL ETF TRUST in Q3 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |