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 | $9,324,750 | -2.5% | 417,588 | +3.6% | 2.40% | +1.1% |
| Q2 2023 | $9,564,133 | +4.2% | 403,210 | +1.5% | 2.37% | -1.5% |
| Q1 2023 | $9,180,579 | +34.9% | 397,428 | +41.0% | 2.41% | +31.2% |
| Q4 2022 | $6,803,586 | +61.7% | 281,955 | +40.9% | 1.84% | +42.0% |
| Q3 2022 | $4,207,000 | +21.5% | 200,052 | +32.3% | 1.29% | +28.9% |
| Q2 2022 | $3,463,000 | +7.5% | 151,160 | +18.5% | 1.00% | +17.3% |
| Q1 2022 | $3,221,000 | – | 127,613 | – | 0.86% | – |
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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% |