DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 339 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,365 | +11.0% | 284,703 | +6.1% | 0.02% | +5.6% |
| Q1 2024 | $6,636 | -6.2% | 268,440 | -8.5% | 0.02% | -10.0% |
| Q4 2023 | $7,076 | +37.7% | 293,490 | +28.9% | 0.02% | +25.0% |
| Q3 2023 | $5,140 | +25.9% | 227,732 | +30.8% | 0.02% | +23.1% |
| Q2 2023 | $4,084 | +23.4% | 174,076 | +21.1% | 0.01% | +18.2% |
| Q1 2023 | $3,309 | +16.0% | 143,763 | +10.6% | 0.01% | +10.0% |
| Q4 2022 | $2,853 | -99.9% | 129,962 | +31.7% | 0.01% | +25.0% |
| Q3 2022 | $2,286,000 | 0.0% | 98,688 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $2,286,000 | -0.0% | 98,688 | +13.2% | 0.01% | +14.3% |
| Q1 2022 | $2,287,000 | +57.5% | 87,147 | +64.2% | 0.01% | +40.0% |
| Q4 2021 | $1,452,000 | +41.1% | 53,084 | +40.6% | 0.01% | +66.7% |
| Q3 2021 | $1,029,000 | – | 37,762 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Plan Group Financial, LLC | 536,469 | $12,719,800 | 10.62% |
| Chico Wealth RIA | 321,892 | $7,551,586 | 9.00% |
| Aquire Wealth Advisors, LLC | 895,628 | $21,011,433 | 8.38% |
| CPA Asset Management LLC | 479,376 | $11,246,161 | 8.08% |
| Cable Hill Partners, LLC | 2,311,332 | $54,223,840 | 7.07% |
| Root Financial Partners, LLC | 503,812 | $11,819,419 | 7.04% |
| RAM Investment Partners, LLC | 710,331 | $16,664,376 | 6.97% |
| Avondale Wealth Management | 343,395 | $8,056,045 | 6.77% |
| Morling Financial Advisors, LLC | 296,738 | $6,961,476 | 6.69% |
| Creative Capital Management Investments LLC | 361,406 | $8,478,585 | 6.11% |