DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 301 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,761 | +6.4% | 654,028 | +10.6% | 0.08% | +6.5% |
| Q2 2023 | $13,877 | +12.3% | 591,534 | +10.2% | 0.08% | -11.5% |
| Q1 2023 | $12,352 | +8.6% | 536,590 | +3.6% | 0.09% | +16.0% |
| Q4 2022 | $11,371 | -99.8% | 518,023 | +63.4% | 0.08% | +56.2% |
| Q3 2022 | $6,370,000 | -2.4% | 317,077 | +12.6% | 0.05% | -4.0% |
| Q2 2022 | $6,524,000 | +1737.7% | 281,681 | +2069.8% | 0.05% | +1566.7% |
| Q4 2021 | $355,000 | +25.0% | 12,982 | +24.6% | 0.00% | +50.0% |
| Q3 2021 | $284,000 | +19.8% | 10,420 | +30.4% | 0.00% | 0.0% |
| Q2 2021 | $237,000 | – | 7,988 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relaxing Retirement Coach | 329,948 | $9,026,000 | 5.19% |
| Midwest Heritage Bank, FSB | 168,646 | $4,614,000 | 4.48% |
| Aquire Wealth Advisors, LLC | 228,964 | $6,264,000 | 3.28% |
| Adams Chetwood Wealth Management LLC | 145,982 | $3,994,000 | 2.71% |
| Waypoint Wealth Partners Inc. | 284,400 | $7,781,000 | 2.66% |
| Moisand Fitzgerald Tamayo, LLC | 262,851 | $7,192,000 | 2.02% |
| Crown Wealth Group, LLC | 63,067 | $1,726,000 | 1.60% |
| WMG Financial Advisors, LLC | 72,709 | $1,988,000 | 1.55% |
| AWM CAPITAL, LLC | 61,613 | $1,686,000 | 1.28% |
| FirstPurpose Wealth LLC | 68,021 | $1,861,000 | 1.17% |