DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 326 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $704,011 | -9.1% | 31,192 | -5.5% | 0.49% | +9.4% |
Q2 2023 | $774,097 | +10.2% | 32,996 | +8.1% | 0.45% | -10.9% |
Q1 2023 | $702,390 | +4.8% | 30,512 | -0.0% | 0.50% | -8.5% |
Q4 2022 | $669,957 | +48.2% | 30,522 | +35.5% | 0.55% | +15.5% |
Q3 2022 | $452,000 | -8.5% | 22,523 | +5.6% | 0.48% | -6.1% |
Q2 2022 | $494,000 | +9.1% | 21,333 | +23.6% | 0.51% | +67.3% |
Q1 2022 | $453,000 | – | 17,265 | – | 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% |