DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 352 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,082 | -1.6% | 18,125 | +2.2% | 0.03% | 0.0% |
| Q2 2023 | $415,876 | +8.2% | 17,727 | +6.2% | 0.03% | +3.2% |
| Q1 2023 | $384,296 | +17.8% | 16,694 | +12.3% | 0.03% | +14.8% |
| Q4 2022 | $326,353 | +15.3% | 14,868 | +5.6% | 0.03% | +8.0% |
| Q3 2022 | $283,000 | -12.4% | 14,085 | +1.1% | 0.02% | -13.8% |
| Q2 2022 | $323,000 | +8.4% | 13,931 | +22.9% | 0.03% | +26.1% |
| Q1 2022 | $298,000 | +6.8% | 11,338 | +11.3% | 0.02% | +15.0% |
| Q4 2021 | $279,000 | +9.8% | 10,185 | +9.3% | 0.02% | 0.0% |
| Q3 2021 | $254,000 | +3.3% | 9,317 | +12.4% | 0.02% | +5.3% |
| Q2 2021 | $246,000 | +17.7% | 8,287 | +11.5% | 0.02% | +11.8% |
| Q1 2021 | $209,000 | – | 7,433 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 332,538 | $7,505,383 | 8.98% |
| Aquire Wealth Advisors, LLC | 910,866 | $20,558,246 | 8.57% |
| CPA Asset Management LLC | 527,732 | $11,910,912 | 8.35% |
| Envision Financial Planning, LLC | 366,535 | $8,272,698 | 8.19% |
| Morling Financial Advisors, LLC | 342,761 | $7,736,116 | 7.67% |
| Cable Hill Partners, LLC | 2,437,965 | $55,024,783 | 7.43% |
| Root Financial Partners, LLC | 593,324 | $13,391,324 | 7.09% |
| RAM Investment Partners, LLC | 741,886 | $16,744,368 | 7.08% |
| Plan Group Financial, LLC | 428,832 | $9,678,748 | 6.97% |
| Avondale Wealth Management | 343,360 | $7,749,639 | 6.80% |