DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 336 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,678,471 | +0.5% | 428,820 | +4.5% | 0.17% | +11.7% |
| Q2 2023 | $9,631,282 | +13.3% | 410,541 | +11.2% | 0.15% | +2.0% |
| Q1 2023 | $8,497,268 | +19.3% | 369,125 | +13.8% | 0.15% | +10.2% |
| Q4 2022 | $7,119,725 | +32.0% | 324,361 | +20.8% | 0.14% | +18.1% |
| Q3 2022 | $5,394,000 | +59.7% | 268,480 | +84.1% | 0.12% | +50.6% |
| Q2 2022 | $3,377,000 | +19.1% | 145,817 | +34.9% | 0.08% | +37.5% |
| Q1 2022 | $2,836,000 | +5.7% | 108,077 | +10.2% | 0.06% | +5.7% |
| Q4 2021 | $2,684,000 | +134.6% | 98,099 | +133.7% | 0.05% | +89.3% |
| Q3 2021 | $1,144,000 | +340.0% | 41,968 | +378.9% | 0.03% | +300.0% |
| Q2 2021 | $260,000 | – | 8,763 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relaxing Retirement Coach | 329,948 | $9,026,000 | 5.19% |
| Midwest Heritage Bank, FSB | 168,646 | $4,614,000 | 4.48% |
| Aquire Wealth Advisors, LLC | 228,964 | $6,264,000 | 3.28% |
| Adams Chetwood Wealth Management LLC | 145,982 | $3,994,000 | 2.71% |
| Waypoint Wealth Partners Inc. | 284,400 | $7,781,000 | 2.66% |
| Moisand Fitzgerald Tamayo, LLC | 262,851 | $7,192,000 | 2.02% |
| Crown Wealth Group, LLC | 63,067 | $1,726,000 | 1.60% |
| WMG Financial Advisors, LLC | 72,709 | $1,988,000 | 1.55% |
| AWM CAPITAL, LLC | 61,613 | $1,686,000 | 1.28% |
| FirstPurpose Wealth LLC | 68,021 | $1,861,000 | 1.17% |