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 | $2,134,608 | -0.8% | 94,577 | +3.1% | 1.60% | -1.7% |
| Q2 2023 | $2,151,259 | +2.5% | 91,699 | +0.6% | 1.63% | -3.4% |
| Q1 2023 | $2,098,319 | -38.3% | 91,152 | -41.2% | 1.69% | -48.7% |
| Q4 2022 | $3,403,172 | -16.7% | 155,042 | -23.8% | 3.29% | -22.9% |
| Q3 2022 | $4,087,000 | -27.2% | 203,425 | -16.1% | 4.28% | -15.8% |
| Q2 2022 | $5,616,000 | -9.2% | 242,486 | +2.9% | 5.08% | +4.7% |
| Q1 2022 | $6,186,000 | +34.1% | 235,740 | +39.8% | 4.85% | +8.3% |
| Q4 2021 | $4,614,000 | – | 168,646 | – | 4.48% | – |
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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% |