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 | $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 ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 279,247 | $6,467,000 | 6.04% |
| Midwest Heritage Bank, FSB | 242,486 | $5,616,000 | 5.08% |
| Parcion Private Wealth LLC | 2,258,439 | $51,379,000 | 5.07% |
| AWM CAPITAL, LLC | 433,228 | $10,034,000 | 4.92% |
| 3D/L Capital Management, LLC | 746,686 | $17,293,000 | 4.83% |
| Relaxing Retirement Coach | 400,672 | $9,280,000 | 4.68% |
| Chico Wealth RIA | 241,309 | $5,589,000 | 4.54% |
| West Financial Advisors, LLC | 598,543 | $13,862,000 | 4.03% |
| Aquire Wealth Advisors, LLC | 292,150 | $6,766,000 | 3.95% |
| PERRITT CAPITAL MANAGEMENT INC | 254,452 | $5,893,000 | 3.58% |