DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $95,606 | +65.1% | 4,236 | +71.6% | 0.00% | – |
Q2 2023 | $57,923 | +265.2% | 2,469 | +258.3% | 0.00% | – |
Q1 2023 | $15,861 | +100.2% | 689 | +90.9% | 0.00% | – |
Q4 2022 | $7,924 | -95.9% | 361 | -96.2% | 0.00% | – |
Q3 2022 | $191,000 | -12.8% | 9,507 | +0.4% | 0.00% | – |
Q2 2022 | $219,000 | +112.6% | 9,466 | +141.2% | 0.00% | – |
Q1 2022 | $103,000 | +5050.0% | 3,925 | +5847.0% | 0.00% | – |
Q4 2021 | $2,000 | – | 66 | – | 0.00% | – |
Download |
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% |