DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 229 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,536,540 | -9.1% | 112,385 | -5.5% | 0.88% | -7.7% |
| Q2 2023 | $2,789,028 | +1.9% | 118,884 | 0.0% | 0.96% | -2.2% |
| Q1 2023 | $2,736,704 | +4.9% | 118,884 | 0.0% | 0.98% | -4.9% |
| Q4 2022 | $2,609,495 | +1166.7% | 118,884 | +1233.8% | 1.03% | +1198.7% |
| Q2 2022 | $206,000 | -96.7% | 8,913 | -96.3% | 0.08% | -96.6% |
| Q1 2022 | $6,322,000 | -18.8% | 240,936 | -15.3% | 2.31% | -13.2% |
| Q4 2021 | $7,781,000 | – | 284,400 | – | 2.66% | – |
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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% |