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 | $1,161,430 | +0.5% | 51,459 | +4.5% | 0.08% | +3.9% |
| Q2 2023 | $1,155,264 | -5.0% | 49,244 | -6.8% | 0.08% | -7.3% |
| Q1 2023 | $1,216,584 | +5.1% | 52,849 | +0.2% | 0.08% | 0.0% |
| Q4 2022 | $1,157,402 | -18.1% | 52,729 | -25.1% | 0.08% | -21.9% |
| Q3 2022 | $1,414,000 | -62.2% | 70,367 | -56.4% | 0.10% | -61.7% |
| Q2 2022 | $3,742,000 | +221.2% | 161,577 | +263.9% | 0.27% | +246.8% |
| Q1 2022 | $1,165,000 | +8.2% | 44,405 | +12.8% | 0.08% | -8.1% |
| Q4 2021 | $1,077,000 | +39.7% | 39,373 | +39.2% | 0.09% | +28.4% |
| Q3 2021 | $771,000 | +209.6% | 28,278 | +236.2% | 0.07% | +204.5% |
| Q2 2021 | $249,000 | – | 8,410 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |