DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 215 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,440 | +23.5% | 105,998 | +17.8% | 1.00% | +13.9% |
| Q4 2022 | $1,976 | -99.8% | 90,012 | +39.7% | 0.88% | +42.7% |
| Q3 2022 | $1,295,000 | +11.9% | 64,449 | +29.0% | 0.62% | +16.2% |
| Q2 2022 | $1,157,000 | -20.8% | 49,967 | -10.3% | 0.53% | -11.2% |
| Q1 2022 | $1,461,000 | +104.3% | 55,684 | +113.2% | 0.60% | +114.0% |
| Q4 2021 | $715,000 | +32.2% | 26,119 | +31.5% | 0.28% | +24.0% |
| Q3 2021 | $541,000 | +39.8% | 19,855 | +52.1% | 0.22% | +33.9% |
| Q2 2021 | $387,000 | – | 13,056 | – | 0.17% | – |
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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% |