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 | $1,326,002 | -1.4% | 58,751 | +2.5% | 0.78% | +0.9% |
| Q2 2023 | $1,344,551 | +2.8% | 57,312 | +0.9% | 0.78% | +3.9% |
| Q1 2023 | $1,307,558 | +6.9% | 56,801 | +2.0% | 0.75% | -8.9% |
| Q4 2022 | $1,222,831 | +4.7% | 55,710 | -4.2% | 0.82% | -2.5% |
| Q3 2022 | $1,168,000 | -10.1% | 58,132 | +3.7% | 0.84% | -3.3% |
| Q2 2022 | $1,299,000 | -8.1% | 56,068 | +4.1% | 0.87% | -7.9% |
| Q1 2022 | $1,413,000 | – | 53,852 | – | 0.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 127,283 | $3,468,000 | 2.51% |
| PBMares Wealth Management LLC | 145,774 | $3,972,000 | 1.89% |
| COLLECTIVE FAMILY OFFICE LLC | 153,820 | $4,192,000 | 1.80% |
| Relaxing Retirement Coach | 46,861 | $1,277,000 | 1.05% |
| FIRST NATIONAL BANK SIOUX FALLS | 21,783 | $594,000 | 1.00% |
| Gradient Capital Advisors, LLC | 75,620 | $2,061,000 | 0.94% |
| Syverson Strege & Co | 38,492 | $1,049,000 | 0.84% |
| EVOKE WEALTH, LLC | 598,585 | $16,311,000 | 0.61% |
| Hill Investment Group Partners, LLC | 34,446 | $938,664 | 0.61% |
| AWM CAPITAL, LLC | 28,020 | $774,000 | 0.58% |