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 | $2,990,020 | -22.4% | 132,477 | -19.3% | 0.20% | -19.5% |
| Q2 2023 | $3,851,527 | -10.6% | 164,174 | -12.3% | 0.25% | -14.9% |
| Q1 2023 | $4,307,306 | -10.4% | 187,111 | -14.5% | 0.30% | -18.7% |
| Q4 2022 | $4,805,890 | +16.8% | 218,947 | +6.9% | 0.36% | +6.8% |
| Q3 2022 | $4,115,000 | -2.0% | 204,870 | +13.0% | 0.34% | -19.8% |
| Q2 2022 | $4,200,000 | -5.8% | 181,360 | +6.8% | 0.42% | +10.4% |
| Q1 2022 | $4,457,000 | +15.8% | 169,876 | +20.7% | 0.38% | +20.8% |
| Q4 2021 | $3,850,000 | +21.8% | 140,746 | +21.3% | 0.32% | +21.8% |
| Q3 2021 | $3,162,000 | +22.7% | 116,071 | +33.4% | 0.26% | +0.8% |
| Q2 2021 | $2,578,000 | +75.4% | 87,028 | +66.2% | 0.26% | +65.0% |
| Q1 2021 | $1,470,000 | – | 52,373 | – | 0.16% | – |
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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% |