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 | $7,037,619 | -1.9% | 311,813 | +1.9% | 2.74% | -2.2% |
| Q2 2023 | $7,177,352 | +21.2% | 305,940 | +18.9% | 2.81% | +14.9% |
| Q1 2023 | $5,923,668 | +8.3% | 257,327 | +3.3% | 2.44% | -0.7% |
| Q4 2022 | $5,467,877 | +147.8% | 249,106 | +126.8% | 2.46% | +123.9% |
| Q3 2022 | $2,207,000 | -0.3% | 109,836 | +14.9% | 1.10% | +14.6% |
| Q2 2022 | $2,214,000 | -59.3% | 95,600 | -53.9% | 0.96% | -53.9% |
| Q1 2022 | $5,444,000 | +162.1% | 207,454 | +173.3% | 2.08% | +154.5% |
| Q4 2021 | $2,077,000 | -50.5% | 75,901 | -50.7% | 0.82% | -54.7% |
| Q3 2021 | $4,192,000 | +22.5% | 153,820 | +33.2% | 1.80% | +23.2% |
| Q2 2021 | $3,422,000 | +66.2% | 115,517 | +57.5% | 1.46% | +45.6% |
| Q1 2021 | $2,059,000 | +101.5% | 73,338 | +92.7% | 1.00% | +76.9% |
| Q4 2020 | $1,022,000 | – | 38,054 | – | 0.57% | – |
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% |