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 | $433 | +0.9% | 19,221 | +5.3% | 0.19% | -4.9% |
Q2 2023 | $429 | +2.9% | 18,255 | +0.7% | 0.20% | +2.0% |
Q1 2023 | $417 | +9.4% | 18,122 | +4.4% | 0.20% | +8.2% |
Q4 2022 | $381 | -99.9% | 17,355 | +29.1% | 0.18% | +33.3% |
Q3 2022 | $270,000 | -2.5% | 13,446 | +12.5% | 0.14% | -0.7% |
Q2 2022 | $277,000 | +0.7% | 11,953 | +13.9% | 0.14% | +18.8% |
Q1 2022 | $275,000 | +19.6% | 10,498 | +24.8% | 0.12% | +24.5% |
Q4 2021 | $230,000 | – | 8,411 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Chico Wealth RIA | 332,538 | $7,505,383 | 8.98% |
Aquire Wealth Advisors, LLC | 910,866 | $20,558,246 | 8.57% |
CPA Asset Management LLC | 527,732 | $11,910,912 | 8.35% |
Envision Financial Planning, LLC | 366,535 | $8,272,698 | 8.19% |
Morling Financial Advisors, LLC | 342,761 | $7,736,116 | 7.67% |
Cable Hill Partners, LLC | 2,437,965 | $55,024,783 | 7.43% |
Root Financial Partners, LLC | 593,324 | $13,391,324 | 7.09% |
RAM Investment Partners, LLC | 741,886 | $16,744,368 | 7.08% |
Plan Group Financial, LLC | 428,832 | $9,678,748 | 6.97% |
Avondale Wealth Management | 343,360 | $7,749,639 | 6.80% |