DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 217 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 | ||||
---|---|---|---|---|---|---|
Q1 2024 | $7,113,267 | +8.4% | 286,133 | +5.1% | 2.58% | +3.3% |
Q4 2023 | $6,562,308 | +17.5% | 272,182 | +10.0% | 2.50% | +3.6% |
Q3 2023 | $5,586,143 | +1.8% | 247,503 | +5.9% | 2.41% | +2.7% |
Q2 2023 | $5,485,042 | +26.6% | 233,804 | +24.3% | 2.35% | +10.0% |
Q1 2023 | $4,331,397 | +19.0% | 188,158 | +13.5% | 2.14% | +5.1% |
Q4 2022 | $3,639,771 | +38.3% | 165,821 | +26.6% | 2.03% | +17.2% |
Q3 2022 | $2,632,000 | -1.5% | 131,007 | +13.6% | 1.73% | -3.4% |
Q2 2022 | $2,671,000 | -1.1% | 115,342 | +12.1% | 1.80% | -14.7% |
Q1 2022 | $2,700,000 | +45.1% | 102,901 | +51.3% | 2.10% | +80.1% |
Q4 2021 | $1,861,000 | – | 68,021 | – | 1.17% | – |
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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% |