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 | $923,685 | +14.0% | 40,925 | +18.5% | 0.61% | +16.0% |
| Q2 2023 | $809,914 | -0.9% | 34,523 | -2.8% | 0.53% | -0.8% |
| Q1 2023 | $817,274 | +3.2% | 35,503 | -1.6% | 0.53% | -0.6% |
| Q4 2022 | $791,793 | +9.4% | 36,073 | +0.1% | 0.53% | +0.9% |
| Q3 2022 | $724,000 | -15.6% | 36,037 | -2.8% | 0.53% | -12.0% |
| Q2 2022 | $858,000 | -11.7% | 37,058 | +0.1% | 0.60% | -0.3% |
| Q1 2022 | $972,000 | -30.2% | 37,037 | -27.2% | 0.60% | -26.2% |
| Q4 2021 | $1,392,000 | – | 50,875 | – | 0.82% | – |
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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% |