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 2022 | $4,155,000 | +4.0% | 158,331 | +8.5% | 2.36% | -13.2% |
| Q4 2021 | $3,994,000 | +15.2% | 145,982 | +14.7% | 2.71% | +8.0% |
| Q3 2021 | $3,468,000 | +24.9% | 127,283 | +35.8% | 2.51% | +28.2% |
| Q2 2021 | $2,776,000 | +32.8% | 93,717 | +25.9% | 1.96% | +22.9% |
| Q1 2021 | $2,090,000 | +44.9% | 74,457 | +38.7% | 1.59% | +33.2% |
| Q4 2020 | $1,442,000 | – | 53,678 | – | 1.20% | – |
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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% |