DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
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 ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |