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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $292,890 | -9.4% | 11,326 | -13.4% | 0.04% | -15.2% |
| Q1 2024 | $323,189 | -8.5% | 13,074 | -10.7% | 0.05% | -11.5% |
| Q4 2023 | $353,163 | -34.0% | 14,648 | -38.2% | 0.05% | -41.6% |
| Q3 2023 | $534,728 | -17.5% | 23,692 | -14.3% | 0.09% | -23.9% |
| Q2 2023 | $648,270 | -13.6% | 27,633 | -15.2% | 0.12% | -20.9% |
| Q1 2023 | $750,199 | +2.4% | 32,589 | -2.4% | 0.15% | -16.4% |
| Q4 2022 | $732,647 | -15.2% | 33,378 | -22.4% | 0.18% | -28.9% |
| Q3 2022 | $864,332 | -19.2% | 43,023 | -6.9% | 0.25% | -16.4% |
| Q2 2022 | $1,069,807 | -71.7% | 46,192 | -67.9% | 0.30% | -75.9% |
| Q1 2022 | $3,781,143 | +263.8% | 144,098 | +279.3% | 1.24% | +103.6% |
| Q4 2021 | $1,039,383 | +10.7% | 37,989 | +10.3% | 0.61% | +0.2% |
| Q3 2021 | $938,664 | +35.1% | 34,446 | +46.9% | 0.61% | +5.6% |
| Q2 2021 | $694,836 | – | 23,454 | – | 0.58% | – |
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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% |