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 | $6,931,718 | -41.9% | 307,121 | -39.6% | 0.28% | +20.1% |
| Q2 2023 | $11,934,072 | +139.9% | 508,698 | +135.4% | 0.23% | -17.3% |
| Q1 2023 | $4,974,559 | +21.0% | 216,097 | +15.4% | 0.28% | +122.8% |
| Q4 2022 | $4,109,776 | +199.8% | 187,234 | +174.3% | 0.13% | +7.6% |
| Q3 2022 | $1,371,000 | -11.5% | 68,267 | +2.0% | 0.12% | -9.2% |
| Q2 2022 | $1,550,000 | +0.4% | 66,930 | +13.7% | 0.13% | +19.3% |
| Q1 2022 | $1,544,000 | -11.5% | 58,852 | -7.7% | 0.11% | -12.8% |
| Q4 2021 | $1,744,000 | +17.6% | 63,728 | +17.1% | 0.12% | -3.1% |
| Q3 2021 | $1,483,000 | +21.9% | 54,426 | +32.5% | 0.13% | +19.4% |
| Q2 2021 | $1,217,000 | +122.5% | 41,081 | +110.9% | 0.11% | +92.9% |
| Q1 2021 | $547,000 | -60.1% | 19,479 | -71.5% | 0.06% | -52.5% |
| Q3 2011 | $1,371,000 | – | 68,267 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |