DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 215 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,567,315 | -4.6% | 335,282 | -0.8% | 0.91% | -4.5% |
| Q2 2023 | $7,931,052 | +0.9% | 338,067 | -1.0% | 0.95% | -32.7% |
| Q1 2023 | $7,861,469 | +4.3% | 341,506 | -0.6% | 1.41% | +0.1% |
| Q4 2022 | $7,540,637 | +53.4% | 343,537 | +40.4% | 1.41% | +30.8% |
| Q3 2022 | $4,916,000 | +229.9% | 244,715 | +280.4% | 1.08% | +162.0% |
| Q2 2022 | $1,490,000 | +825.5% | 64,334 | +947.3% | 0.41% | +608.6% |
| Q1 2022 | $161,000 | – | 6,143 | – | 0.06% | – |
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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% |