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 | $98,901,862 | -5.9% | 4,382,005 | -2.2% | 0.04% | -4.3% |
| Q2 2023 | $105,082,349 | -3.0% | 4,479,214 | -4.8% | 0.05% | -9.6% |
| Q1 2023 | $108,341,586 | +6.4% | 4,706,411 | +1.5% | 0.05% | -1.9% |
| Q4 2022 | $101,826,806 | +26.0% | 4,639,034 | +15.3% | 0.05% | +15.2% |
| Q3 2022 | $80,812,000 | -2.5% | 4,022,494 | +12.5% | 0.05% | 0.0% |
| Q2 2022 | $82,842,000 | +364.4% | 3,576,932 | +426.2% | 0.05% | +411.1% |
| Q1 2022 | $17,837,000 | +28.5% | 679,753 | +34.0% | 0.01% | +28.6% |
| Q4 2021 | $13,877,000 | +531.6% | 507,216 | +529.1% | 0.01% | +600.0% |
| Q3 2021 | $2,197,000 | +26.9% | 80,621 | +38.0% | 0.00% | 0.0% |
| Q2 2021 | $1,731,000 | +108.3% | 58,435 | +97.3% | 0.00% | 0.0% |
| Q1 2021 | $831,000 | – | 29,620 | – | 0.00% | – |
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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% |