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 | $2,639,697 | -7.1% | 116,956 | -3.4% | 2.26% | -1.3% |
Q2 2023 | $2,840,490 | +6.3% | 121,078 | +4.3% | 2.29% | +2.3% |
Q1 2023 | $2,671,241 | +13.9% | 116,040 | +8.6% | 2.24% | +5.4% |
Q4 2022 | $2,344,897 | +53.6% | 106,829 | +40.6% | 2.12% | +42.8% |
Q3 2022 | $1,527,000 | -0.6% | 76,001 | +14.6% | 1.49% | +3.6% |
Q2 2022 | $1,536,000 | +29.2% | 66,309 | +46.3% | 1.43% | +39.8% |
Q1 2022 | $1,189,000 | +23.0% | 45,320 | +28.2% | 1.03% | +27.3% |
Q4 2021 | $967,000 | +109.3% | 35,338 | +108.6% | 0.81% | +98.5% |
Q3 2021 | $462,000 | +36.3% | 16,944 | +48.2% | 0.41% | +36.2% |
Q2 2021 | $339,000 | – | 11,433 | – | 0.30% | – |
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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% |