DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,545,716 | +29.2% | 201,405 | +34.3% | 0.73% | +3.3% |
| Q2 2023 | $3,518,709 | +32.8% | 149,988 | +30.3% | 0.71% | +22.1% |
| Q1 2023 | $2,650,552 | +32.0% | 115,141 | +25.8% | 0.58% | +18.9% |
| Q4 2022 | $2,008,647 | -4.8% | 91,510 | +0.5% | 0.49% | +11.2% |
| Q2 2022 | $2,109,000 | -7.7% | 91,081 | +4.6% | 0.44% | -21.4% |
| Q1 2022 | $2,285,000 | +19.8% | 87,079 | +24.9% | 0.56% | +32.4% |
| Q4 2021 | $1,908,000 | – | 69,728 | – | 0.42% | – |
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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% |