DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 179 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,868,306 | +114872.7% | 72,219 | +9.9% | 0.76% | +6.4% |
| Q1 2024 | $1,625 | +12.4% | 65,734 | +9.6% | 0.72% | -1.1% |
| Q4 2023 | $1,446 | +18.4% | 59,959 | +10.9% | 0.72% | +7.7% |
| Q3 2023 | $1,221 | +18.0% | 54,090 | +22.7% | 0.67% | +20.6% |
| Q2 2023 | $1,035 | +10.9% | 44,100 | +8.8% | 0.56% | +4.5% |
| Q1 2023 | $933 | +12.0% | 40,545 | +6.9% | 0.53% | +4.1% |
| Q4 2022 | $833 | -99.9% | 37,935 | +25.9% | 0.51% | +21.0% |
| Q3 2022 | $606,000 | +6.9% | 30,140 | +23.1% | 0.42% | +7.3% |
| Q2 2022 | $567,000 | -13.2% | 24,480 | -1.6% | 0.40% | +0.3% |
| Q1 2022 | $653,000 | +35.5% | 24,880 | +41.2% | 0.39% | +32.7% |
| Q4 2021 | $482,000 | – | 17,625 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Plan Group Financial, LLC | 536,469 | $12,719,800 | 10.62% |
| Chico Wealth RIA | 321,892 | $7,551,586 | 9.00% |
| Aquire Wealth Advisors, LLC | 895,628 | $21,011,433 | 8.38% |
| CPA Asset Management LLC | 479,376 | $11,246,161 | 8.08% |
| Cable Hill Partners, LLC | 2,311,332 | $54,223,840 | 7.07% |
| Root Financial Partners, LLC | 503,812 | $11,819,419 | 7.04% |
| RAM Investment Partners, LLC | 710,331 | $16,664,376 | 6.97% |
| Avondale Wealth Management | 343,395 | $8,056,045 | 6.77% |
| Morling Financial Advisors, LLC | 296,738 | $6,961,476 | 6.69% |
| Creative Capital Management Investments LLC | 361,406 | $8,478,585 | 6.11% |