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 | $11,268,720 | -23.0% | 499,279 | -19.9% | 2.88% | -22.4% |
| Q2 2023 | $14,626,352 | +7.5% | 623,459 | +5.5% | 3.71% | +3.9% |
| Q1 2023 | $13,602,967 | +743.4% | 590,919 | +704.2% | 3.58% | +665.5% |
| Q4 2022 | $1,612,837 | -30.4% | 73,478 | -36.3% | 0.47% | -36.5% |
| Q3 2022 | $2,317,000 | +97.9% | 115,340 | +128.2% | 0.74% | +103.0% |
| Q2 2022 | $1,171,000 | -75.1% | 50,540 | -71.9% | 0.36% | -78.3% |
| Q1 2022 | $4,712,000 | – | 179,584 | – | 1.67% | – |
Download | ||||||
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% |