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 | $1,176,689 | -7.4% | 52,135 | -3.8% | 0.70% | -3.0% |
| Q2 2023 | $1,270,918 | +3.7% | 54,174 | +1.7% | 0.72% | -1.4% |
| Q1 2023 | $1,226,059 | +17.9% | 53,261 | +12.5% | 0.73% | -0.4% |
| Q4 2022 | $1,039,599 | +52.4% | 47,362 | +39.6% | 0.74% | +24.6% |
| Q3 2022 | $682,000 | +0.6% | 33,926 | +15.8% | 0.59% | +2.1% |
| Q2 2022 | $678,000 | +82.7% | 29,289 | +107.3% | 0.58% | +92.0% |
| Q1 2022 | $371,000 | +24.5% | 14,130 | +29.7% | 0.30% | +30.9% |
| Q4 2021 | $298,000 | – | 10,897 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 373,923 | $8,207,610 | 9.18% |
| CPA Asset Management LLC | 477,256 | $10,475,769 | 8.00% |
| Cable Hill Partners, LLC | 2,027,515 | $44,503,964 | 7.97% |
| Aquire Wealth Advisors, LLC | 697,943 | $15,319,849 | 7.62% |
| RAM Investment Partners, LLC | 563,594 | $12,370,896 | 7.61% |
| Vawter Financial, Ltd. | 268,502 | $5,893,608 | 6.87% |
| Creative Capital Management Investments LLC | 291,759 | $6,405 | 5.59% |
| Falcon Wealth Planning | 848,186 | $18,617,692 | 5.34% |
| Shore Point Advisors, LLC | 285,093 | $6,257,790 | 5.14% |
| Morling Financial Advisors, LLC | 178,449 | $3,916,956 | 5.00% |