DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 331 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,359,417 | +4.7% | 52,548 | 0.0% | 0.53% | +6.6% |
| Q1 2024 | $1,298,987 | -0.9% | 52,548 | -3.4% | 0.50% | -15.6% |
| Q4 2023 | $1,311,222 | -0.8% | 54,385 | -7.2% | 0.59% | -6.8% |
| Q3 2023 | $1,322,083 | -4.0% | 58,577 | -0.2% | 0.63% | -2.9% |
| Q2 2023 | $1,377,032 | +1.5% | 58,697 | -0.4% | 0.65% | -2.5% |
| Q1 2023 | $1,356,753 | -0.4% | 58,938 | -5.1% | 0.67% | +1.8% |
| Q4 2022 | $1,362,766 | +14.1% | 62,085 | +4.5% | 0.66% | +1.4% |
| Q3 2022 | $1,194,000 | – | 59,416 | – | 0.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Plan Group Financial, LLC | 536,469 | $12,719,800 | 10.62% |
| Chico Wealth RIA | 321,892 | $7,551,586 | 9.00% |
| Aquire Wealth Advisors, LLC | 895,628 | $21,011,433 | 8.38% |
| CPA Asset Management LLC | 479,376 | $11,246,161 | 8.08% |
| Cable Hill Partners, LLC | 2,311,332 | $54,223,840 | 7.07% |
| Root Financial Partners, LLC | 503,812 | $11,819,419 | 7.04% |
| RAM Investment Partners, LLC | 710,331 | $16,664,376 | 6.97% |
| Avondale Wealth Management | 343,395 | $8,056,045 | 6.77% |
| Morling Financial Advisors, LLC | 296,738 | $6,961,476 | 6.69% |
| Creative Capital Management Investments LLC | 361,406 | $8,478,585 | 6.11% |