DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 331 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,803,256 | +0.3% | 69,705 | -4.1% | 0.93% | +2.5% |
| Q1 2024 | $1,797,379 | +21.7% | 72,709 | +18.7% | 0.91% | +10.9% |
| Q4 2023 | $1,476,292 | +19.1% | 61,232 | +11.5% | 0.82% | +3.2% |
| 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 ↓ |
|---|---|---|---|
| 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% |