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 ↓ |
---|---|---|---|
Shore Point Advisors, LLC | 279,247 | $6,467,000 | 6.04% |
Midwest Heritage Bank, FSB | 242,486 | $5,616,000 | 5.08% |
Parcion Private Wealth LLC | 2,258,439 | $51,379,000 | 5.07% |
AWM CAPITAL, LLC | 433,228 | $10,034,000 | 4.92% |
3D/L Capital Management, LLC | 746,686 | $17,293,000 | 4.83% |
Relaxing Retirement Coach | 400,672 | $9,280,000 | 4.68% |
Chico Wealth RIA | 241,309 | $5,589,000 | 4.54% |
West Financial Advisors, LLC | 598,543 | $13,862,000 | 4.03% |
Aquire Wealth Advisors, LLC | 292,150 | $6,766,000 | 3.95% |
PERRITT CAPITAL MANAGEMENT INC | 254,452 | $5,893,000 | 3.58% |