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 | $3,022,597 | -5.2% | 133,921 | -1.5% | 0.69% | +3.1% |
| Q2 2023 | $3,188,472 | +7.1% | 135,911 | +5.1% | 0.67% | +0.6% |
| Q1 2023 | $2,976,969 | +5.0% | 129,321 | +0.1% | 0.66% | -3.2% |
| Q4 2022 | $2,834,667 | -11.3% | 129,142 | -18.8% | 0.69% | -20.9% |
| Q3 2022 | $3,196,000 | -49.1% | 159,065 | -41.3% | 0.87% | -49.1% |
| Q2 2022 | $6,274,000 | +367.5% | 270,910 | +429.8% | 1.71% | +431.5% |
| Q1 2022 | $1,342,000 | +82.8% | 51,130 | +90.7% | 0.32% | +75.4% |
| Q4 2021 | $734,000 | +26.3% | 26,814 | +36.7% | 0.18% | +10.9% |
| Q2 2021 | $581,000 | +6.0% | 19,618 | +0.4% | 0.16% | -20.7% |
| Q1 2021 | $548,000 | – | 19,538 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 332,538 | $7,505,383 | 8.98% |
| Aquire Wealth Advisors, LLC | 910,866 | $20,558,246 | 8.57% |
| CPA Asset Management LLC | 527,732 | $11,910,912 | 8.35% |
| Envision Financial Planning, LLC | 366,535 | $8,272,698 | 8.19% |
| Morling Financial Advisors, LLC | 342,761 | $7,736,116 | 7.67% |
| Cable Hill Partners, LLC | 2,437,965 | $55,024,783 | 7.43% |
| Root Financial Partners, LLC | 593,324 | $13,391,324 | 7.09% |
| RAM Investment Partners, LLC | 741,886 | $16,744,368 | 7.08% |
| Plan Group Financial, LLC | 428,832 | $9,678,748 | 6.97% |
| Avondale Wealth Management | 343,360 | $7,749,639 | 6.80% |