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 ↓ |
|---|---|---|---|
| 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% |