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 | $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 ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |