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 | $8,114,001 | -0.9% | 313,645 | -5.3% | 0.30% | -0.7% |
| Q1 2024 | $8,189,373 | +4.5% | 331,285 | +1.9% | 0.31% | -4.1% |
| Q4 2023 | $7,837,870 | +19.4% | 325,088 | +11.8% | 0.32% | +0.3% |
| Q3 2023 | $6,562,580 | -6.7% | 290,766 | -3.1% | 0.32% | -1.5% |
| Q2 2023 | $7,036,448 | +48.7% | 299,934 | +45.9% | 0.32% | +31.8% |
| Q1 2023 | $4,731,029 | +4.4% | 205,518 | -0.4% | 0.24% | +0.8% |
| Q4 2022 | $4,530,505 | +311.9% | 206,401 | +277.1% | 0.24% | +262.7% |
| Q3 2022 | $1,100,000 | – | 54,736 | – | 0.07% | – |
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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% |