DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 229 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,097,345 | -0.5% | 403,072 | +3.4% | 2.73% | -0.7% |
| Q2 2023 | $9,141,975 | +13.4% | 389,684 | +11.2% | 2.75% | +7.5% |
| Q1 2023 | $8,064,140 | +9.9% | 350,310 | +4.8% | 2.56% | +3.9% |
| Q4 2022 | $7,337,855 | +10.2% | 334,299 | +0.9% | 2.46% | -0.9% |
| Q3 2022 | $6,658,000 | +8.4% | 331,395 | +25.0% | 2.48% | +14.1% |
| Q2 2022 | $6,142,000 | +22.4% | 265,192 | +38.7% | 2.18% | +39.2% |
| Q1 2022 | $5,018,000 | – | 191,223 | – | 1.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |