DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 301 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,091,040 | -0.9% | 136,953 | +3.0% | 1.88% | +12.8% |
| Q2 2023 | $3,118,474 | +0.5% | 132,927 | -1.4% | 1.67% | +27.5% |
| Q1 2023 | $3,102,270 | +21.9% | 134,764 | +16.2% | 1.31% | +5.0% |
| Q4 2022 | $2,545,733 | +30.4% | 115,979 | +19.4% | 1.24% | +38.8% |
| Q3 2022 | $1,952,000 | -17.4% | 97,156 | -4.8% | 0.90% | -15.9% |
| Q2 2022 | $2,362,000 | -37.9% | 102,003 | -29.6% | 1.07% | +35.8% |
| Q1 2022 | $3,802,000 | +882.4% | 144,904 | +923.9% | 0.79% | +359.6% |
| Q4 2021 | $387,000 | +867.5% | 14,152 | +864.0% | 0.17% | +800.0% |
| Q3 2021 | $40,000 | +1900.0% | 1,468 | +2723.1% | 0.02% | +1800.0% |
| Q2 2021 | $2,000 | – | 52 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 373,923 | $8,207,610 | 9.18% |
| CPA Asset Management LLC | 477,256 | $10,475,769 | 8.00% |
| Cable Hill Partners, LLC | 2,027,515 | $44,503,964 | 7.97% |
| Aquire Wealth Advisors, LLC | 697,943 | $15,319,849 | 7.62% |
| RAM Investment Partners, LLC | 563,594 | $12,370,896 | 7.61% |
| Vawter Financial, Ltd. | 268,502 | $5,893,608 | 6.87% |
| Creative Capital Management Investments LLC | 291,759 | $6,405 | 5.59% |
| Falcon Wealth Planning | 848,186 | $18,617,692 | 5.34% |
| Shore Point Advisors, LLC | 285,093 | $6,257,790 | 5.14% |
| Morling Financial Advisors, LLC | 178,449 | $3,916,956 | 5.00% |