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 | $6,532,784 | +15.5% | 252,523 | +10.4% | 0.04% | +7.3% |
| Q1 2024 | $5,655,111 | +6.7% | 228,766 | +4.1% | 0.04% | 0.0% |
| Q4 2023 | $5,300,738 | +37.5% | 219,856 | +28.7% | 0.04% | +20.6% |
| Q3 2023 | $3,856,332 | -19.6% | 170,861 | -14.5% | 0.03% | -19.0% |
| Q2 2023 | $4,794,612 | +26.5% | 199,900 | +21.4% | 0.04% | +16.7% |
| Q1 2023 | $3,790,066 | +216.0% | 164,643 | +27.9% | 0.04% | -40.0% |
| Q4 2022 | $1,199,487 | -37.6% | 128,678 | +34.6% | 0.06% | +172.7% |
| Q3 2022 | $1,921,000 | +110.4% | 95,613 | +142.3% | 0.02% | +175.0% |
| Q2 2022 | $913,000 | +84.1% | 39,457 | +108.8% | 0.01% | +100.0% |
| Q1 2022 | $496,000 | – | 18,900 | – | 0.00% | – |
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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% |