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 | $13,801,645 | -4.4% | 611,504 | -0.6% | 0.00% | -20.0% |
| Q2 2023 | $14,429,613 | +25.2% | 615,073 | +22.9% | 0.01% | 0.0% |
| Q1 2023 | $11,521,556 | -12.9% | 500,502 | -17.0% | 0.01% | -16.7% |
| Q4 2022 | $13,234,160 | +408.0% | 602,923 | +364.9% | 0.01% | +500.0% |
| Q3 2022 | $2,605,000 | +47.0% | 129,691 | +69.5% | 0.00% | 0.0% |
| Q2 2022 | $1,772,000 | -58.2% | 76,513 | -52.6% | 0.00% | 0.0% |
| Q1 2022 | $4,236,000 | -13.8% | 161,418 | -10.1% | 0.00% | -50.0% |
| Q4 2021 | $4,914,000 | +152.4% | 179,604 | +151.4% | 0.00% | +100.0% |
| Q3 2021 | $1,947,000 | -70.6% | 71,454 | -71.1% | 0.00% | -66.7% |
| Q4 2020 | $6,633,000 | – | 246,949 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 332,538 | $7,505,383 | 8.98% |
| Aquire Wealth Advisors, LLC | 910,866 | $20,558,246 | 8.57% |
| CPA Asset Management LLC | 527,732 | $11,910,912 | 8.35% |
| Envision Financial Planning, LLC | 366,535 | $8,272,698 | 8.19% |
| Morling Financial Advisors, LLC | 342,761 | $7,736,116 | 7.67% |
| Cable Hill Partners, LLC | 2,437,965 | $55,024,783 | 7.43% |
| Root Financial Partners, LLC | 593,324 | $13,391,324 | 7.09% |
| RAM Investment Partners, LLC | 741,886 | $16,744,368 | 7.08% |
| Plan Group Financial, LLC | 428,832 | $9,678,748 | 6.97% |
| Avondale Wealth Management | 343,360 | $7,749,639 | 6.80% |