DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 326 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,057,959 | -4.2% | 46,875 | -0.4% | 0.96% | -0.9% |
Q2 2023 | $1,103,908 | +1.1% | 47,055 | -0.8% | 0.96% | -4.8% |
Q1 2023 | $1,091,767 | +9.2% | 47,427 | +14.0% | 1.01% | +0.4% |
Q4 2022 | $1,000,082 | +8.4% | 41,616 | -3.4% | 1.01% | -3.1% |
Q3 2022 | $923,000 | -10.7% | 43,087 | +3.1% | 1.04% | -6.5% |
Q2 2022 | $1,034,000 | +0.8% | 41,810 | +15.3% | 1.11% | +17.9% |
Q1 2022 | $1,026,000 | +14.6% | 36,267 | +18.6% | 0.94% | +22.6% |
Q4 2021 | $895,000 | – | 30,575 | – | 0.77% | – |
Download |
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% |