DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 326 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,129,113 | +8.9% | 315,867 | +13.2% | 0.91% | +8.9% |
| Q2 2023 | $6,544,146 | +17.0% | 278,949 | +14.8% | 0.84% | +15.2% |
| Q1 2023 | $5,595,139 | +46.8% | 243,056 | +40.0% | 0.73% | +37.5% |
| Q4 2022 | $3,811,313 | +258.5% | 173,636 | +228.3% | 0.53% | +207.0% |
| Q3 2022 | $1,063,000 | -4.0% | 52,896 | +10.7% | 0.17% | +1.8% |
| Q2 2022 | $1,107,000 | +211.8% | 47,781 | +252.9% | 0.17% | +218.9% |
| Q1 2022 | $355,000 | +269.8% | 13,538 | +286.8% | 0.05% | +278.6% |
| Q4 2021 | $96,000 | +1.1% | 3,500 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $95,000 | -8.7% | 3,500 | 0.0% | 0.01% | -22.2% |
| Q2 2021 | $104,000 | +6.1% | 3,500 | 0.0% | 0.02% | -57.1% |
| Q1 2021 | $98,000 | +81.5% | 3,500 | +75.0% | 0.04% | +75.0% |
| Q4 2020 | $54,000 | – | 2,000 | – | 0.02% | – |
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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% |