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 | $27,203,499 | -4.4% | 1,205,295 | -0.6% | 0.96% | -3.1% |
| Q2 2023 | $28,446,203 | +3.8% | 1,212,541 | +1.8% | 0.99% | -1.0% |
| Q1 2023 | $27,407,731 | +3.4% | 1,190,605 | -1.4% | 1.00% | +4.1% |
| Q4 2022 | $26,504,853 | +15.1% | 1,207,510 | +5.4% | 0.96% | +3.1% |
| Q3 2022 | $23,023,000 | -12.7% | 1,145,973 | +0.6% | 0.93% | -4.7% |
| Q2 2022 | $26,372,000 | +3.9% | 1,138,681 | +17.7% | 0.98% | +17.4% |
| Q1 2022 | $25,377,000 | +9.1% | 967,115 | +13.8% | 0.83% | +13.2% |
| Q4 2021 | $23,257,000 | +42.6% | 850,025 | +42.0% | 0.73% | +19.7% |
| Q3 2021 | $16,311,000 | +5.6% | 598,585 | +14.8% | 0.61% | +4.6% |
| Q2 2021 | $15,452,000 | +79.5% | 521,584 | +70.1% | 0.59% | +50.6% |
| Q1 2021 | $8,607,000 | +313.2% | 306,635 | +295.3% | 0.39% | +175.9% |
| Q4 2020 | $2,083,000 | – | 77,566 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 373,923 | $8,207,610 | 9.18% |
| CPA Asset Management LLC | 477,256 | $10,475,769 | 8.00% |
| Cable Hill Partners, LLC | 2,027,515 | $44,503,964 | 7.97% |
| Aquire Wealth Advisors, LLC | 697,943 | $15,319,849 | 7.62% |
| RAM Investment Partners, LLC | 563,594 | $12,370,896 | 7.61% |
| Vawter Financial, Ltd. | 268,502 | $5,893,608 | 6.87% |
| Creative Capital Management Investments LLC | 291,759 | $6,405 | 5.59% |
| Falcon Wealth Planning | 848,186 | $18,617,692 | 5.34% |
| Shore Point Advisors, LLC | 285,093 | $6,257,790 | 5.14% |
| Morling Financial Advisors, LLC | 178,449 | $3,916,956 | 5.00% |