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 | $1,154,718 | -17.9% | 51,162 | -14.7% | 0.75% | -7.6% |
| Q2 2023 | $1,407,305 | +25.4% | 59,987 | +23.1% | 0.81% | +26.1% |
| Q1 2023 | $1,122,005 | +48.1% | 48,740 | +41.2% | 0.64% | +34.8% |
| Q4 2022 | $757,760 | -56.2% | 34,522 | -60.0% | 0.48% | -55.4% |
| Q3 2022 | $1,732,000 | -16.5% | 86,215 | -3.7% | 1.07% | -7.1% |
| Q2 2022 | $2,074,000 | +49.0% | 89,541 | +68.8% | 1.15% | +97.9% |
| Q1 2022 | $1,392,000 | +223.7% | 53,042 | +237.0% | 0.58% | +273.1% |
| Q4 2021 | $430,000 | -99.0% | 15,740 | +934.8% | 0.16% | +642.9% |
| Q3 2021 | $41,447,000 | – | 1,521 | – | 0.02% | – |
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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% |