DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 215 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,857,326 | +2.6% | 3,095,141 | +6.6% | 0.01% | +14.3% |
| Q2 2023 | $68,094,414 | +7.6% | 2,902,575 | +5.6% | 0.01% | +16.7% |
| Q1 2023 | $63,256,006 | +63.1% | 2,747,872 | +55.6% | 0.01% | +50.0% |
| Q4 2022 | $38,772,074 | +88.3% | 1,766,381 | +72.3% | 0.00% | +100.0% |
| Q3 2022 | $20,593,000 | +4.2% | 1,025,073 | +20.1% | 0.00% | 0.0% |
| Q2 2022 | $19,768,000 | +2460.6% | 853,569 | +2799.4% | 0.00% | – |
| Q1 2022 | $772,000 | – | 29,439 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |