DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 229 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,343 | -29.4% | 10,250 | -26.6% | 0.01% | -26.7% |
| Q2 2023 | $327,525 | +3.9% | 13,961 | +1.9% | 0.02% | -6.2% |
| Q1 2023 | $315,374 | +5.3% | 13,700 | +0.4% | 0.02% | +6.7% |
| Q4 2022 | $299,420 | +10.9% | 13,641 | +1.6% | 0.02% | 0.0% |
| Q3 2022 | $270,000 | -15.9% | 13,427 | -3.1% | 0.02% | -11.8% |
| Q2 2022 | $321,000 | -11.6% | 13,858 | +0.2% | 0.02% | 0.0% |
| Q1 2022 | $363,000 | -40.3% | 13,835 | -37.7% | 0.02% | -34.6% |
| Q4 2021 | $608,000 | +4.3% | 22,220 | +3.8% | 0.03% | -3.7% |
| Q3 2021 | $583,000 | -4.3% | 21,400 | +4.2% | 0.03% | -3.6% |
| Q2 2021 | $609,000 | +5.5% | 20,544 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $577,000 | – | 20,544 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 279,247 | $6,467,000 | 6.04% |
| Midwest Heritage Bank, FSB | 242,486 | $5,616,000 | 5.08% |
| Parcion Private Wealth LLC | 2,258,439 | $51,379,000 | 5.07% |
| AWM CAPITAL, LLC | 433,228 | $10,034,000 | 4.92% |
| 3D/L Capital Management, LLC | 746,686 | $17,293,000 | 4.83% |
| Relaxing Retirement Coach | 400,672 | $9,280,000 | 4.68% |
| Chico Wealth RIA | 241,309 | $5,589,000 | 4.54% |
| West Financial Advisors, LLC | 598,543 | $13,862,000 | 4.03% |
| Aquire Wealth Advisors, LLC | 292,150 | $6,766,000 | 3.95% |
| PERRITT CAPITAL MANAGEMENT INC | 254,452 | $5,893,000 | 3.58% |