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 | $2,059,851 | -3.8% | 91,265 | -0.1% | 0.20% | -5.7% |
| Q2 2023 | $2,142,203 | -12.0% | 91,313 | -13.7% | 0.21% | -21.0% |
| Q1 2023 | $2,435,631 | +5.1% | 105,805 | +0.3% | 0.27% | -4.3% |
| Q4 2022 | $2,316,362 | -63.7% | 105,529 | -67.4% | 0.28% | -65.4% |
| Q3 2022 | $6,376,000 | +156.4% | 324,143 | +191.0% | 0.81% | +128.3% |
| Q2 2022 | $2,487,000 | – | 111,387 | – | 0.35% | – |
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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% |