DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 326 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,463,245 | -1.2% | 729,430 | +2.7% | 3.06% | -0.4% |
| Q2 2023 | $16,670,592 | +4.0% | 710,596 | +2.1% | 3.08% | -1.0% |
| Q1 2023 | $16,027,846 | +4.9% | 696,257 | +0.0% | 3.11% | -4.1% |
| Q4 2022 | $15,277,849 | +17.6% | 696,030 | +7.6% | 3.24% | +2.9% |
| Q3 2022 | $12,995,000 | +43.3% | 646,847 | +65.2% | 3.15% | +42.3% |
| Q2 2022 | $9,068,000 | +235.4% | 391,538 | +280.0% | 2.21% | +266.2% |
| Q1 2022 | $2,704,000 | +12.6% | 103,041 | +17.4% | 0.60% | +2.2% |
| Q4 2021 | $2,401,000 | +61.1% | 87,738 | +60.5% | 0.59% | +45.9% |
| Q3 2021 | $1,490,000 | – | 54,681 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relaxing Retirement Coach | 329,948 | $9,026,000 | 5.19% |
| Midwest Heritage Bank, FSB | 168,646 | $4,614,000 | 4.48% |
| Aquire Wealth Advisors, LLC | 228,964 | $6,264,000 | 3.28% |
| Adams Chetwood Wealth Management LLC | 145,982 | $3,994,000 | 2.71% |
| Waypoint Wealth Partners Inc. | 284,400 | $7,781,000 | 2.66% |
| Moisand Fitzgerald Tamayo, LLC | 262,851 | $7,192,000 | 2.02% |
| Crown Wealth Group, LLC | 63,067 | $1,726,000 | 1.60% |
| WMG Financial Advisors, LLC | 72,709 | $1,988,000 | 1.55% |
| AWM CAPITAL, LLC | 61,613 | $1,686,000 | 1.28% |
| FirstPurpose Wealth LLC | 68,021 | $1,861,000 | 1.17% |