DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 229 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $287,000 | -15.6% | 14,282 | -2.6% | 0.20% | -15.5% |
| Q2 2022 | $340,000 | -69.8% | 14,670 | -65.8% | 0.23% | -44.7% |
| Q1 2022 | $1,126,000 | +126.1% | 42,890 | +135.8% | 0.42% | +6.0% |
| Q4 2021 | $498,000 | -2.4% | 18,187 | -2.9% | 0.40% | -11.0% |
| Q3 2021 | $510,000 | +12.3% | 18,727 | +22.2% | 0.45% | +2.5% |
| Q2 2021 | $454,000 | +62.7% | 15,330 | +54.5% | 0.44% | +44.5% |
| Q1 2021 | $279,000 | – | 9,922 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relaxing Retirement Coach | 329,948 | $9,026,000 | 5.19% |
| Midwest Heritage Bank, FSB | 168,646 | $4,614,000 | 4.48% |
| Aquire Wealth Advisors, LLC | 228,964 | $6,264,000 | 3.28% |
| Adams Chetwood Wealth Management LLC | 145,982 | $3,994,000 | 2.71% |
| Waypoint Wealth Partners Inc. | 284,400 | $7,781,000 | 2.66% |
| Moisand Fitzgerald Tamayo, LLC | 262,851 | $7,192,000 | 2.02% |
| Crown Wealth Group, LLC | 63,067 | $1,726,000 | 1.60% |
| WMG Financial Advisors, LLC | 72,709 | $1,988,000 | 1.55% |
| AWM CAPITAL, LLC | 61,613 | $1,686,000 | 1.28% |
| FirstPurpose Wealth LLC | 68,021 | $1,861,000 | 1.17% |