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 | $1,039,326 | +3.8% | 46,049 | +7.9% | 0.01% | 0.0% |
| Q2 2023 | $1,001,179 | +73.8% | 42,676 | +70.6% | 0.01% | +66.7% |
| Q1 2023 | $575,924 | +16.2% | 25,018 | +10.8% | 0.01% | +50.0% |
| Q4 2022 | $495,741 | -100.0% | 22,585 | -77.2% | 0.00% | -63.6% |
| Q3 2022 | $996,996,000 | +108505.2% | 99,126 | +150.1% | 0.01% | +22.2% |
| Q2 2022 | $918,000 | +49.3% | 39,630 | +69.2% | 0.01% | +50.0% |
| Q1 2022 | $615,000 | +20.8% | 23,427 | +25.9% | 0.01% | +20.0% |
| Q4 2021 | $509,000 | +9.9% | 18,611 | +9.5% | 0.01% | 0.0% |
| Q3 2021 | $463,000 | +100.4% | 17,003 | +117.9% | 0.01% | +66.7% |
| Q2 2021 | $231,000 | – | 7,804 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 127,283 | $3,468,000 | 2.51% |
| PBMares Wealth Management LLC | 145,774 | $3,972,000 | 1.89% |
| COLLECTIVE FAMILY OFFICE LLC | 153,820 | $4,192,000 | 1.80% |
| Relaxing Retirement Coach | 46,861 | $1,277,000 | 1.05% |
| FIRST NATIONAL BANK SIOUX FALLS | 21,783 | $594,000 | 1.00% |
| Gradient Capital Advisors, LLC | 75,620 | $2,061,000 | 0.94% |
| Syverson Strege & Co | 38,492 | $1,049,000 | 0.84% |
| EVOKE WEALTH, LLC | 598,585 | $16,311,000 | 0.61% |
| Hill Investment Group Partners, LLC | 34,446 | $938,664 | 0.61% |
| AWM CAPITAL, LLC | 28,020 | $774,000 | 0.58% |