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 | $1,361,635 | -2.2% | 60,329 | +1.7% | 0.12% | -1.6% |
| Q2 2023 | $1,391,681 | -11.4% | 59,321 | -13.0% | 0.13% | -18.1% |
| Q1 2023 | $1,570,476 | +8.6% | 68,222 | +3.6% | 0.16% | -0.6% |
| Q4 2022 | $1,445,976 | +16.3% | 65,876 | +6.5% | 0.16% | +6.8% |
| Q3 2022 | $1,243,000 | -12.8% | 61,851 | +0.4% | 0.15% | -7.0% |
| Q2 2022 | $1,426,000 | +32.5% | 61,583 | +50.2% | 0.16% | +49.5% |
| Q1 2022 | $1,076,000 | -0.4% | 40,989 | +3.9% | 0.10% | +9.4% |
| Q4 2021 | $1,080,000 | -11.8% | 39,462 | -4.1% | 0.10% | -23.8% |
| Q3 2021 | $1,224,000 | +37.4% | 41,131 | +36.8% | 0.13% | +35.5% |
| Q2 2021 | $891,000 | +72.7% | 30,066 | +63.5% | 0.09% | +22.4% |
| Q1 2021 | $516,000 | – | 18,385 | – | 0.08% | – |
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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% |