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 | $4,064,127 | +5.1% | 180,067 | +9.2% | 0.50% | +8.0% |
| Q2 2023 | $3,868,262 | +14.3% | 164,887 | +12.1% | 0.46% | +5.2% |
| Q1 2023 | $3,385,332 | +20.4% | 147,060 | +14.8% | 0.44% | +21.3% |
| Q4 2022 | $2,812,736 | +11.3% | 128,142 | +71.8% | 0.36% | +2.5% |
| Q3 2022 | $2,527,000 | -38.7% | 74,574 | -58.1% | 0.35% | -43.2% |
| Q2 2022 | $4,122,000 | +81.2% | 177,983 | +114.0% | 0.62% | +78.2% |
| Q1 2022 | $2,275,000 | 0.0% | 83,166 | 0.0% | 0.35% | 0.0% |
| Q4 2021 | $2,275,000 | +51.2% | 83,166 | +50.5% | 0.35% | +37.4% |
| Q3 2021 | $1,505,000 | +32.7% | 55,265 | +44.3% | 0.25% | +30.9% |
| Q2 2021 | $1,134,000 | +69.3% | 38,301 | +60.3% | 0.19% | +55.2% |
| Q1 2021 | $670,000 | – | 23,896 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 279,247 | $6,467,000 | 6.04% |
| Midwest Heritage Bank, FSB | 242,486 | $5,616,000 | 5.08% |
| Parcion Private Wealth LLC | 2,258,439 | $51,379,000 | 5.07% |
| AWM CAPITAL, LLC | 433,228 | $10,034,000 | 4.92% |
| 3D/L Capital Management, LLC | 746,686 | $17,293,000 | 4.83% |
| Relaxing Retirement Coach | 400,672 | $9,280,000 | 4.68% |
| Chico Wealth RIA | 241,309 | $5,589,000 | 4.54% |
| West Financial Advisors, LLC | 598,543 | $13,862,000 | 4.03% |
| Aquire Wealth Advisors, LLC | 292,150 | $6,766,000 | 3.95% |
| PERRITT CAPITAL MANAGEMENT INC | 254,452 | $5,893,000 | 3.58% |