DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 336 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,039,326 | +3.8% | 46,049 | +7.9% | 0.01% | 0.0% |
| Q2 2023 | $1,001,179 | +73.8% | 42,676 | +70.6% | 0.01% | +66.7% |
| Q1 2023 | $575,924 | +16.2% | 25,018 | +10.8% | 0.01% | +50.0% |
| Q4 2022 | $495,741 | -100.0% | 22,585 | -77.2% | 0.00% | -63.6% |
| Q3 2022 | $996,996,000 | +108505.2% | 99,126 | +150.1% | 0.01% | +22.2% |
| Q2 2022 | $918,000 | +49.3% | 39,630 | +69.2% | 0.01% | +50.0% |
| Q1 2022 | $615,000 | +20.8% | 23,427 | +25.9% | 0.01% | +20.0% |
| Q4 2021 | $509,000 | +9.9% | 18,611 | +9.5% | 0.01% | 0.0% |
| Q3 2021 | $463,000 | +100.4% | 17,003 | +117.9% | 0.01% | +66.7% |
| Q2 2021 | $231,000 | – | 7,804 | – | 0.00% | – |
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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% |