DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 304 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $711,193 | -8.9% | 27,491 | -13.0% | 0.40% | -12.4% |
| Q1 2024 | $780,750 | -3.0% | 31,584 | -5.4% | 0.45% | -8.1% |
| Q4 2023 | $804,549 | -12.9% | 33,370 | -18.5% | 0.49% | -19.2% |
| 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 ↓ |
|---|---|---|---|
| Plan Group Financial, LLC | 536,469 | $12,719,800 | 10.62% |
| Chico Wealth RIA | 321,892 | $7,551,586 | 9.00% |
| Aquire Wealth Advisors, LLC | 895,628 | $21,011,433 | 8.38% |
| CPA Asset Management LLC | 479,376 | $11,246,161 | 8.08% |
| Cable Hill Partners, LLC | 2,311,332 | $54,223,840 | 7.07% |
| Root Financial Partners, LLC | 503,812 | $11,819,419 | 7.04% |
| RAM Investment Partners, LLC | 710,331 | $16,664,376 | 6.97% |
| Avondale Wealth Management | 343,395 | $8,056,045 | 6.77% |
| Morling Financial Advisors, LLC | 296,738 | $6,961,476 | 6.69% |
| Creative Capital Management Investments LLC | 361,406 | $8,478,585 | 6.11% |