DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 217 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,566,945 | +32.9% | 447,118 | +27.0% | 1.34% | +24.1% |
| Q1 2024 | $8,702,112 | +23.7% | 352,027 | +20.7% | 1.08% | +9.8% |
| Q4 2023 | $7,034,003 | +11.3% | 291,747 | +4.2% | 0.98% | -14.8% |
| Q3 2023 | $6,321,757 | +4.7% | 280,096 | +8.8% | 1.16% | +8.3% |
| Q2 2023 | $6,038,665 | +45.0% | 257,403 | +42.3% | 1.07% | +17.9% |
| Q1 2023 | $4,163,720 | +45.7% | 180,874 | +39.0% | 0.90% | +46.9% |
| Q4 2022 | $2,856,994 | +281.4% | 130,159 | +249.1% | 0.62% | +194.7% |
| Q3 2022 | $749,000 | +48.6% | 37,279 | +71.2% | 0.21% | +52.6% |
| Q2 2022 | $504,000 | – | 21,770 | – | 0.14% | – |
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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% |