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 | $2,639,697 | -7.1% | 116,956 | -3.4% | 2.26% | -1.3% |
Q2 2023 | $2,840,490 | +6.3% | 121,078 | +4.3% | 2.29% | +2.3% |
Q1 2023 | $2,671,241 | +13.9% | 116,040 | +8.6% | 2.24% | +5.4% |
Q4 2022 | $2,344,897 | +53.6% | 106,829 | +40.6% | 2.12% | +42.8% |
Q3 2022 | $1,527,000 | -0.6% | 76,001 | +14.6% | 1.49% | +3.6% |
Q2 2022 | $1,536,000 | +29.2% | 66,309 | +46.3% | 1.43% | +39.8% |
Q1 2022 | $1,189,000 | +23.0% | 45,320 | +28.2% | 1.03% | +27.3% |
Q4 2021 | $967,000 | +109.3% | 35,338 | +108.6% | 0.81% | +98.5% |
Q3 2021 | $462,000 | +36.3% | 16,944 | +48.2% | 0.41% | +36.2% |
Q2 2021 | $339,000 | – | 11,433 | – | 0.30% | – |
Download |
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% |