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 | $2,908,361 | +46.2% | 128,859 | +52.0% | 0.00% | 0.0% |
| Q2 2023 | $1,988,738 | -30.0% | 84,775 | -31.3% | 0.00% | -20.0% |
| Q1 2023 | $2,840,060 | -22.7% | 123,373 | -26.3% | 0.01% | -28.6% |
| Q4 2022 | $3,675,000 | -21.0% | 167,439 | -27.6% | 0.01% | -36.4% |
| Q3 2022 | $4,649,000 | +10.6% | 231,370 | +27.5% | 0.01% | +22.2% |
| Q2 2022 | $4,202,000 | +71.9% | 181,432 | +92.0% | 0.01% | +80.0% |
| Q1 2022 | $2,444,000 | +64.0% | 94,514 | +73.6% | 0.01% | +66.7% |
| Q4 2021 | $1,490,000 | +84.2% | 54,428 | +83.5% | 0.00% | +50.0% |
| Q3 2021 | $809,000 | +779.3% | 29,653 | +855.0% | 0.00% | – |
| Q2 2021 | $92,000 | +318.2% | 3,105 | +302.2% | 0.00% | – |
| Q1 2021 | $22,000 | – | 772 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 127,283 | $3,468,000 | 2.51% |
| PBMares Wealth Management LLC | 145,774 | $3,972,000 | 1.89% |
| COLLECTIVE FAMILY OFFICE LLC | 153,820 | $4,192,000 | 1.80% |
| Relaxing Retirement Coach | 46,861 | $1,277,000 | 1.05% |
| FIRST NATIONAL BANK SIOUX FALLS | 21,783 | $594,000 | 1.00% |
| Gradient Capital Advisors, LLC | 75,620 | $2,061,000 | 0.94% |
| Syverson Strege & Co | 38,492 | $1,049,000 | 0.84% |
| EVOKE WEALTH, LLC | 598,585 | $16,311,000 | 0.61% |
| Hill Investment Group Partners, LLC | 34,446 | $938,664 | 0.61% |
| AWM CAPITAL, LLC | 28,020 | $774,000 | 0.58% |