DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 215 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |