DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 339 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,157,256 | -0.4% | 47,999 | -6.7% | 0.08% | -5.1% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Plan Group Financial, LLC | 536,469 | $12,719,800 | 10.62% |
| Chico Wealth RIA | 321,892 | $7,551,586 | 9.00% |
| Aquire Wealth Advisors, LLC | 895,628 | $21,011,433 | 8.38% |
| CPA Asset Management LLC | 479,376 | $11,246,161 | 8.08% |
| Cable Hill Partners, LLC | 2,311,332 | $54,223,840 | 7.07% |
| Root Financial Partners, LLC | 503,812 | $11,819,419 | 7.04% |
| RAM Investment Partners, LLC | 710,331 | $16,664,376 | 6.97% |
| Avondale Wealth Management | 343,395 | $8,056,045 | 6.77% |
| Morling Financial Advisors, LLC | 296,738 | $6,961,476 | 6.69% |
| Creative Capital Management Investments LLC | 361,406 | $8,478,585 | 6.11% |