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% | – |
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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% |