DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
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 ↓ |
|---|---|---|---|
| Chico Wealth RIA | 332,538 | $7,505,383 | 8.98% |
| Aquire Wealth Advisors, LLC | 910,866 | $20,558,246 | 8.57% |
| CPA Asset Management LLC | 527,732 | $11,910,912 | 8.35% |
| Envision Financial Planning, LLC | 366,535 | $8,272,698 | 8.19% |
| Morling Financial Advisors, LLC | 342,761 | $7,736,116 | 7.67% |
| Cable Hill Partners, LLC | 2,437,965 | $55,024,783 | 7.43% |
| Root Financial Partners, LLC | 593,324 | $13,391,324 | 7.09% |
| RAM Investment Partners, LLC | 741,886 | $16,744,368 | 7.08% |
| Plan Group Financial, LLC | 428,832 | $9,678,748 | 6.97% |
| Avondale Wealth Management | 343,360 | $7,749,639 | 6.80% |