DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,478,000 | -2.6% | 641,509 | +1.3% | 0.00% | 0.0% |
| Q2 2023 | $14,861,000 | +8.6% | 633,461 | +6.5% | 0.00% | 0.0% |
| Q1 2023 | $13,685,000 | +7.9% | 594,525 | +2.9% | 0.00% | 0.0% |
| Q4 2022 | $12,682,000 | +1218.3% | 577,732 | +1107.1% | 0.00% | – |
| Q3 2022 | $962,000 | -5.4% | 47,860 | +8.9% | 0.00% | – |
| Q2 2022 | $1,017,000 | -12.8% | 43,935 | -1.1% | 0.00% | – |
| Q1 2022 | $1,166,000 | +122.1% | 44,442 | +131.4% | 0.00% | – |
| Q4 2021 | $525,000 | +63.0% | 19,205 | +62.4% | 0.00% | – |
| Q3 2021 | $322,000 | +4.5% | 11,827 | +13.8% | 0.00% | – |
| Q2 2021 | $308,000 | +37.5% | 10,389 | +29.9% | 0.00% | – |
| Q1 2021 | $224,000 | +4.2% | 7,995 | 0.0% | 0.00% | – |
| Q4 2020 | $215,000 | – | 7,995 | – | 0.00% | – |
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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% |