DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 230 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,223 | +5.0% | 434,213 | +0.4% | 0.91% | -49.4% |
| Q1 2024 | $10,691 | +0.9% | 432,479 | -1.6% | 1.80% | -5.8% |
| Q4 2023 | $10,593 | +3.1% | 439,360 | -3.5% | 1.91% | +16.5% |
| Q3 2023 | $10,276 | +5.6% | 455,292 | +9.8% | 1.64% | +31.7% |
| Q2 2023 | $9,729 | +3.5% | 414,692 | +1.6% | 1.24% | -27.3% |
| Q1 2023 | $9,400 | +12.7% | 408,330 | +7.5% | 1.71% | -9.6% |
| Q4 2022 | $8,339 | -98.4% | 379,894 | -28.1% | 1.89% | +1463.6% |
| Q3 2022 | $528,000 | +26300.0% | 528,136 | +912.9% | 0.12% | +1244.4% |
| Q1 2022 | $2,000 | – | 52,139 | – | 0.01% | – |
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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% |