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 | $289,415 | -2.8% | 12,823 | +1.0% | 0.23% | -0.4% |
Q2 2023 | $297,825 | +0.6% | 12,695 | -1.3% | 0.23% | -4.6% |
Q1 2023 | $296,083 | +4.9% | 12,862 | 0.0% | 0.24% | -5.2% |
Q4 2022 | $282,321 | +13.8% | 12,862 | +4.4% | 0.25% | -0.4% |
Q3 2022 | $248,000 | -13.0% | 12,321 | 0.0% | 0.25% | -6.6% |
Q2 2022 | $285,000 | -5.6% | 12,321 | +6.9% | 0.27% | -1.5% |
Q1 2022 | $302,000 | -5.6% | 11,525 | -1.5% | 0.28% | -2.8% |
Q4 2021 | $320,000 | – | 11,701 | – | 0.28% | – |
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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% |