DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 401 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $5,180,646 | +10.6% | 209,573 | +7.9% | 0.56% | +6.9% |
| Q4 2023 | $4,682,036 | +15.2% | 194,194 | +7.8% | 0.52% | +4.0% |
| 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 ↓ |
|---|---|---|---|
| PBMares Wealth Management LLC | 121,817 | $3,609,000 | 1.97% |
| Adams Chetwood Wealth Management LLC | 93,717 | $2,776,000 | 1.96% |
| COLLECTIVE FAMILY OFFICE LLC | 115,517 | $3,422,000 | 1.46% |
| Syverson Strege & Co | 36,212 | $1,073,000 | 0.96% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 113,133 | $3,352,000 | 0.86% |
| Gradient Capital Advisors, LLC | 57,326 | $1,698,000 | 0.80% |
| FIRETHORN WEALTH PARTNERS, LLC | 30,183 | $894,000 | 0.75% |
| FIRST NATIONAL BANK SIOUX FALLS | 13,835 | $410,000 | 0.62% |
| EVOKE WEALTH, LLC | 521,584 | $15,452,000 | 0.59% |
| Hill Investment Group Partners, LLC | 23,454 | $694,836 | 0.58% |