DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 215 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,463,245 | -1.2% | 729,430 | +2.7% | 3.06% | -0.4% |
| Q2 2023 | $16,670,592 | +4.0% | 710,596 | +2.1% | 3.08% | -1.0% |
| Q1 2023 | $16,027,846 | +4.9% | 696,257 | +0.0% | 3.11% | -4.1% |
| Q4 2022 | $15,277,849 | +17.6% | 696,030 | +7.6% | 3.24% | +2.9% |
| Q3 2022 | $12,995,000 | +43.3% | 646,847 | +65.2% | 3.15% | +42.3% |
| Q2 2022 | $9,068,000 | +235.4% | 391,538 | +280.0% | 2.21% | +266.2% |
| Q1 2022 | $2,704,000 | +12.6% | 103,041 | +17.4% | 0.60% | +2.2% |
| Q4 2021 | $2,401,000 | +61.1% | 87,738 | +60.5% | 0.59% | +45.9% |
| Q3 2021 | $1,490,000 | – | 54,681 | – | 0.40% | – |
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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% |