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 | $1,516,292 | +3.9% | 58,612 | -0.7% | 0.20% | +1.5% |
| Q1 2024 | $1,459,024 | -32.4% | 59,022 | -34.1% | 0.20% | -32.1% |
| Q4 2023 | $2,157,966 | +6.9% | 89,505 | +0.1% | 0.29% | -1.7% |
| Q3 2023 | $2,018,209 | -3.8% | 89,420 | 0.0% | 0.30% | -4.2% |
| Q2 2023 | $2,097,793 | +1.9% | 89,420 | 0.0% | 0.31% | -4.3% |
| Q1 2023 | $2,058,448 | +4.9% | 89,420 | 0.0% | 0.32% | -2.1% |
| Q4 2022 | $1,962,769 | +253.0% | 89,420 | +222.8% | 0.33% | +204.6% |
| Q3 2022 | $556,000 | -0.7% | 27,700 | +14.6% | 0.11% | -5.3% |
| Q2 2022 | $560,000 | – | 24,171 | – | 0.11% | – |
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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% |