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 | $7,326,397 | -1.4% | 324,606 | +2.5% | 5.30% | +0.0% |
| Q2 2023 | $7,431,556 | +1.9% | 316,776 | -0.0% | 5.30% | -4.1% |
| Q1 2023 | $7,295,804 | +16.6% | 316,933 | +11.2% | 5.53% | +7.5% |
| Q4 2022 | $6,257,790 | +4.0% | 285,093 | -4.8% | 5.14% | -12.3% |
| Q3 2022 | $6,016,000 | -7.0% | 299,452 | +7.2% | 5.87% | -2.9% |
| Q2 2022 | $6,467,000 | +1.3% | 279,247 | +14.8% | 6.04% | +9.2% |
| Q1 2022 | $6,381,000 | +106250.0% | 243,165 | +103816.7% | 5.54% | +110660.0% |
| Q4 2021 | $6,000 | – | 234 | – | 0.01% | – |
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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% |