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 ↓ |
---|---|---|---|
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% |