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 | $1,239,724 | +8.9% | 54,928 | +13.2% | 0.79% | +0.5% |
| Q2 2023 | $1,138,200 | +14.7% | 48,517 | +12.5% | 0.79% | +7.1% |
| Q1 2023 | $992,597 | +1.1% | 43,119 | -3.6% | 0.74% | -20.9% |
| Q4 2022 | $981,696 | +356.6% | 44,724 | +318.5% | 0.93% | +276.9% |
| Q3 2022 | $215,000 | -8.9% | 10,688 | +4.9% | 0.25% | -3.1% |
| Q2 2022 | $236,000 | -45.7% | 10,190 | -38.5% | 0.26% | -45.0% |
| Q1 2022 | $435,000 | +26.8% | 16,579 | +32.3% | 0.46% | +27.8% |
| Q4 2021 | $343,000 | – | 12,529 | – | 0.36% | – |
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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% |