DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 418 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
---|---|---|---|
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% |