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 | $273,301 | -16.7% | 12,109 | -13.4% | 0.21% | -20.5% |
| Q2 2023 | $328,018 | +0.5% | 13,982 | -1.4% | 0.26% | -8.7% |
| Q1 2023 | $326,355 | +3.8% | 14,177 | -1.0% | 0.29% | -2.0% |
| Q4 2022 | $314,478 | -51.4% | 14,327 | -55.5% | 0.29% | -56.7% |
| Q3 2022 | $647,000 | -26.5% | 32,230 | -15.2% | 0.68% | -26.9% |
| Q2 2022 | $880,000 | -45.0% | 37,991 | -37.7% | 0.93% | -33.8% |
| Q1 2022 | $1,601,000 | +91.5% | 61,028 | +99.8% | 1.40% | +103.3% |
| Q4 2021 | $836,000 | – | 30,546 | – | 0.69% | – |
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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% |