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 | $473,242 | -24.9% | 20,967 | -21.9% | 0.04% | -21.4% |
| Q2 2023 | $629,985 | +8.9% | 26,853 | +6.9% | 0.06% | +3.7% |
| Q1 2023 | $578,450 | +15.8% | 25,128 | +10.4% | 0.05% | +5.9% |
| Q4 2022 | $499,695 | -99.9% | 22,765 | -27.5% | 0.05% | -27.1% |
| Q3 2022 | $630,762,000 | -11.3% | 31,396 | +2.2% | 0.07% | -10.3% |
| Q2 2022 | $711,239,000 | -20.5% | 30,709 | -10.0% | 0.08% | -8.2% |
| Q1 2022 | $895,177,000 | +21.2% | 34,115 | +26.4% | 0.08% | +23.2% |
| Q4 2021 | $738,637,000 | +5.1% | 26,997 | +4.7% | 0.07% | +3.0% |
| Q3 2021 | $702,641,000 | +10.9% | 25,785 | +20.6% | 0.07% | +9.8% |
| Q2 2021 | $633,382,000 | +43.6% | 21,380 | +36.1% | 0.06% | +35.6% |
| Q1 2021 | $441,007,000 | +95.6% | 15,711 | +124.0% | 0.04% | +80.0% |
| Q4 2020 | $225,435,000 | – | 7,013 | – | 0.02% | – |
Download | ||||||
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% |