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 | $493,649 | -36.4% | 21,872 | -33.9% | 0.42% | -26.6% |
| Q2 2023 | $775,719 | -30.5% | 33,066 | +9.0% | 0.57% | -38.2% |
| Q1 2023 | $1,115,956 | -50.2% | 30,336 | -70.3% | 0.92% | -51.5% |
| Q4 2022 | $2,239,174 | +14.2% | 102,012 | +4.6% | 1.91% | +8.0% |
| Q3 2022 | $1,960,000 | -5.0% | 97,480 | +9.3% | 1.76% | -1.3% |
| Q2 2022 | $2,064,000 | -10.0% | 89,154 | +1.8% | 1.79% | +6.1% |
| Q1 2022 | $2,294,000 | +15.4% | 87,583 | +20.5% | 1.69% | +8.8% |
| Q4 2021 | $1,988,000 | – | 72,709 | – | 1.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |