DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 326 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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |