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 | $11,268,720 | -23.0% | 499,279 | -19.9% | 2.88% | -22.4% |
| Q2 2023 | $14,626,352 | +7.5% | 623,459 | +5.5% | 3.71% | +3.9% |
| Q1 2023 | $13,602,967 | +743.4% | 590,919 | +704.2% | 3.58% | +665.5% |
| Q4 2022 | $1,612,837 | -30.4% | 73,478 | -36.3% | 0.47% | -36.5% |
| Q3 2022 | $2,317,000 | +97.9% | 115,340 | +128.2% | 0.74% | +103.0% |
| Q2 2022 | $1,171,000 | -75.1% | 50,540 | -71.9% | 0.36% | -78.3% |
| Q1 2022 | $4,712,000 | – | 179,584 | – | 1.67% | – |
Download | ||||||
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% |