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 | $4,899,747 | +22.2% | 217,091 | +27.0% | 1.78% | +21.9% |
Q2 2023 | $4,008,656 | +14.4% | 170,872 | +12.3% | 1.46% | +7.7% |
Q1 2023 | $3,503,170 | +23.9% | 152,179 | +18.1% | 1.36% | +17.3% |
Q4 2022 | $2,828,464 | +8.3% | 128,859 | -0.8% | 1.16% | -10.6% |
Q3 2022 | $2,611,000 | +2.2% | 129,958 | +17.8% | 1.29% | +6.6% |
Q2 2022 | $2,554,000 | +40.3% | 110,277 | +59.0% | 1.21% | +43.8% |
Q1 2022 | $1,820,000 | – | 69,354 | – | 0.84% | – |
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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% |