DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296,646 | -22.0% | 13,143 | -19.0% | 0.23% | -20.1% |
| Q2 2023 | $380,536 | -7.5% | 16,221 | -9.9% | 0.28% | -11.5% |
| Q1 2023 | $411,358 | -14.8% | 18,010 | -18.2% | 0.32% | -21.3% |
| Q4 2022 | $483,021 | -4.0% | 22,006 | -12.1% | 0.41% | -12.8% |
| Q3 2022 | $503,000 | -23.0% | 25,033 | -12.2% | 0.47% | -11.7% |
| Q2 2022 | $653,000 | -23.6% | 28,517 | -12.5% | 0.53% | -18.1% |
| Q1 2022 | $855,000 | -11.1% | 32,595 | -7.3% | 0.65% | -10.1% |
| Q4 2021 | $962,000 | +7.6% | 35,174 | +16.5% | 0.72% | -3.7% |
| Q2 2021 | $894,000 | +43.3% | 30,183 | +35.7% | 0.75% | +28.7% |
| Q1 2021 | $624,000 | – | 22,238 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |