DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 336 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,218,234 | +0.5% | 142,589 | +4.5% | 0.48% | +0.8% |
| Q2 2023 | $3,201,117 | +9.1% | 136,450 | +7.1% | 0.48% | +1.7% |
| Q1 2023 | $2,933,254 | +23.6% | 127,422 | +17.8% | 0.47% | +12.3% |
| Q4 2022 | $2,373,322 | +42.5% | 108,124 | +30.5% | 0.42% | +28.4% |
| Q3 2022 | $1,665,000 | +114.8% | 82,859 | +147.7% | 0.32% | +113.2% |
| Q2 2022 | $775,000 | -31.9% | 33,448 | -22.9% | 0.15% | -28.0% |
| Q1 2022 | $1,138,000 | +492.7% | 43,364 | +519.1% | 0.21% | +486.1% |
| Q4 2021 | $192,000 | -34.5% | 7,004 | -34.8% | 0.04% | -39.0% |
| Q3 2021 | $293,000 | -12.8% | 10,745 | -5.3% | 0.06% | -14.5% |
| Q2 2021 | $336,000 | +114.0% | 11,346 | +102.9% | 0.07% | +102.9% |
| Q1 2021 | $157,000 | +214.0% | 5,591 | +200.4% | 0.03% | +209.1% |
| Q4 2020 | $50,000 | – | 1,861 | – | 0.01% | – |
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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% |