DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,251,081 | +17.8% | 1,207,403 | +22.5% | 1.02% | +16.1% |
| Q2 2023 | $23,124,975 | +26.6% | 985,719 | +24.2% | 0.87% | +14.2% |
| Q1 2023 | $18,271,703 | +44.4% | 793,732 | +37.7% | 0.76% | +26.4% |
| Q4 2022 | $12,650,513 | +221.1% | 576,333 | +193.8% | 0.60% | +189.5% |
| Q3 2022 | $3,940,000 | +1.1% | 196,138 | +16.5% | 0.21% | +2.0% |
| Q2 2022 | $3,899,000 | +54.9% | 168,337 | +75.6% | 0.20% | +76.7% |
| Q1 2022 | $2,517,000 | +70.3% | 95,888 | +77.6% | 0.12% | +73.1% |
| Q4 2021 | $1,478,000 | +126.7% | 54,003 | +125.7% | 0.07% | +103.0% |
| Q3 2021 | $652,000 | – | 23,928 | – | 0.03% | – |
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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% |