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 | $923,685 | +14.0% | 40,925 | +18.5% | 0.61% | +16.0% |
| Q2 2023 | $809,914 | -0.9% | 34,523 | -2.8% | 0.53% | -0.8% |
| Q1 2023 | $817,274 | +3.2% | 35,503 | -1.6% | 0.53% | -0.6% |
| Q4 2022 | $791,793 | +9.4% | 36,073 | +0.1% | 0.53% | +0.9% |
| Q3 2022 | $724,000 | -15.6% | 36,037 | -2.8% | 0.53% | -12.0% |
| Q2 2022 | $858,000 | -11.7% | 37,058 | +0.1% | 0.60% | -0.3% |
| Q1 2022 | $972,000 | -30.2% | 37,037 | -27.2% | 0.60% | -26.2% |
| Q4 2021 | $1,392,000 | – | 50,875 | – | 0.82% | – |
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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% |