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 | $375,734 | +2.9% | 16,648 | +7.0% | 0.01% | +7.7% |
| Q2 2023 | $365,010 | +2.3% | 15,559 | +0.4% | 0.01% | -7.1% |
| Q1 2023 | $356,849 | +367785.6% | 15,502 | +251.3% | 0.01% | +180.0% |
| Q4 2022 | $97 | -99.7% | 4,413 | +215.2% | 0.01% | +150.0% |
| Q3 2022 | $28,000 | -82.3% | 1,400 | -79.5% | 0.00% | -71.4% |
| Q2 2022 | $158,000 | -12.2% | 6,841 | 0.0% | 0.01% | +40.0% |
| Q1 2022 | $180,000 | -3.7% | 6,841 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $187,000 | +0.5% | 6,841 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $186,000 | +1.6% | 6,841 | +10.5% | 0.01% | 0.0% |
| Q2 2021 | $183,000 | +422.9% | 6,191 | +395.3% | 0.01% | +400.0% |
| Q1 2021 | $35,000 | – | 1,250 | – | 0.00% | – |
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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% |