DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 406 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,428,088 | +22.5% | 53,227 | +12.9% | 0.23% | +11.5% |
| Q1 2024 | $1,165,385 | +36.5% | 47,143 | +31.6% | 0.21% | +22.2% |
| Q4 2023 | $853,511 | +18.9% | 35,832 | +12.6% | 0.17% | +5.6% |
| Q3 2023 | $718,030 | +11.2% | 31,813 | +16.9% | 0.16% | +14.1% |
| Q2 2023 | $645,581 | +27.2% | 27,217 | +23.5% | 0.14% | +20.3% |
| Q1 2023 | $507,453 | +13.4% | 22,044 | +20.0% | 0.12% | +12.4% |
| Q4 2022 | $447,347 | – | 18,364 | – | 0.10% | – |
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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% |