DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 336 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $664,394 | -11.1% | 29,437 | -7.6% | 0.08% | 0.0% |
| Q2 2023 | $747,553 | +2.2% | 31,865 | +0.3% | 0.08% | -6.2% |
| Q1 2023 | $731,231 | +5.1% | 31,765 | +0.2% | 0.08% | -5.9% |
| Q4 2022 | $695,596 | -6.0% | 31,690 | -14.0% | 0.08% | -12.4% |
| Q3 2022 | $740,000 | -25.3% | 36,832 | -13.8% | 0.10% | -20.5% |
| Q2 2022 | $990,000 | -20.2% | 42,725 | -9.7% | 0.12% | -19.7% |
| Q1 2022 | $1,241,000 | -3.8% | 47,303 | +0.3% | 0.15% | -1.9% |
| Q4 2021 | $1,290,000 | -7.9% | 47,159 | -8.2% | 0.16% | -15.3% |
| Q3 2021 | $1,400,000 | +115.1% | 51,360 | +133.6% | 0.18% | +108.0% |
| Q2 2021 | $651,000 | +139.3% | 21,985 | +126.8% | 0.09% | +114.6% |
| Q1 2021 | $272,000 | – | 9,695 | – | 0.04% | – |
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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% |