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 | $296,646 | -22.0% | 13,143 | -19.0% | 0.23% | -20.1% |
| Q2 2023 | $380,536 | -7.5% | 16,221 | -9.9% | 0.28% | -11.5% |
| Q1 2023 | $411,358 | -14.8% | 18,010 | -18.2% | 0.32% | -21.3% |
| Q4 2022 | $483,021 | -4.0% | 22,006 | -12.1% | 0.41% | -12.8% |
| Q3 2022 | $503,000 | -23.0% | 25,033 | -12.2% | 0.47% | -11.7% |
| Q2 2022 | $653,000 | -23.6% | 28,517 | -12.5% | 0.53% | -18.1% |
| Q1 2022 | $855,000 | -11.1% | 32,595 | -7.3% | 0.65% | -10.1% |
| Q4 2021 | $962,000 | +7.6% | 35,174 | +16.5% | 0.72% | -3.7% |
| Q2 2021 | $894,000 | +43.3% | 30,183 | +35.7% | 0.75% | +28.7% |
| Q1 2021 | $624,000 | – | 22,238 | – | 0.58% | – |
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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% |