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 2023 | $3,270,934 | -1.4% | 144,924 | +2.5% | 1.83% | -1.3% |
| Q2 2023 | $3,317,553 | +6.6% | 141,413 | +4.6% | 1.85% | -0.7% |
| Q1 2023 | $3,111,309 | +29.3% | 135,157 | +23.3% | 1.87% | +18.5% |
| Q4 2022 | $2,406,000 | +40.8% | 109,603 | +28.8% | 1.58% | +24.9% |
| Q3 2022 | $1,709,000 | +40.3% | 85,075 | +61.8% | 1.26% | +40.7% |
| Q2 2022 | $1,218,000 | -4.2% | 52,576 | +8.5% | 0.90% | -8.4% |
| Q1 2022 | $1,271,000 | +56.9% | 48,443 | +63.7% | 0.98% | +58.4% |
| Q4 2021 | $810,000 | – | 29,596 | – | 0.62% | – |
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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% |