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 | $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% | – |
Download | ||||||
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% |