DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 406 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $287,493 | -9.7% | 11,113 | -13.8% | 0.00% | 0.0% |
| Q1 2024 | $318,517 | -9.1% | 12,885 | -11.3% | 0.00% | 0.0% |
| Q4 2023 | $350,391 | -3.2% | 14,533 | -9.4% | 0.00% | -25.0% |
| Q3 2023 | $361,865 | -3.8% | 16,033 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $376,134 | +22.2% | 16,033 | +19.9% | 0.00% | +33.3% |
| Q1 2023 | $307,754 | +4.0% | 13,369 | -0.9% | 0.00% | 0.0% |
| Q4 2022 | $295,996 | -57.2% | 13,485 | -60.9% | 0.00% | -66.7% |
| Q3 2022 | $692,000 | -13.3% | 34,455 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $798,000 | +27.1% | 34,455 | +49.5% | 0.01% | +42.9% |
| Q3 2021 | $628,000 | +34.5% | 23,050 | +46.3% | 0.01% | +40.0% |
| Q2 2021 | $467,000 | – | 15,750 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Plan Group Financial, LLC | 536,469 | $12,719,800 | 10.62% |
| Chico Wealth RIA | 321,892 | $7,551,586 | 9.00% |
| Aquire Wealth Advisors, LLC | 895,628 | $21,011,433 | 8.38% |
| CPA Asset Management LLC | 479,376 | $11,246,161 | 8.08% |
| Cable Hill Partners, LLC | 2,311,332 | $54,223,840 | 7.07% |
| Root Financial Partners, LLC | 503,812 | $11,819,419 | 7.04% |
| RAM Investment Partners, LLC | 710,331 | $16,664,376 | 6.97% |
| Avondale Wealth Management | 343,395 | $8,056,045 | 6.77% |
| Morling Financial Advisors, LLC | 296,738 | $6,961,476 | 6.69% |
| Creative Capital Management Investments LLC | 361,406 | $8,478,585 | 6.11% |