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 | $55,024,783 | +1.5% | 2,437,965 | +5.5% | 7.43% | +5.1% |
| Q2 2023 | $54,223,840 | +7.0% | 2,311,332 | +5.0% | 7.07% | -14.2% |
| Q1 2023 | $50,688,537 | +13.9% | 2,201,935 | +8.6% | 8.25% | +3.4% |
| Q4 2022 | $44,503,964 | +36.1% | 2,027,515 | +24.6% | 7.97% | +20.0% |
| Q3 2022 | $32,689,000 | – | 1,627,137 | – | 6.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |