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 | $10,503,640 | -5.5% | 480,057 | +5.1% | 0.64% | +27.5% |
| Q2 2023 | $11,118,821 | +11.5% | 456,625 | +4.5% | 0.50% | -46.2% |
| Q1 2023 | $9,972,523 | -2.0% | 436,817 | +3.0% | 0.93% | -9.4% |
| Q4 2022 | $10,172,669 | +25.0% | 424,215 | +4.0% | 1.03% | +13.7% |
| Q3 2022 | $8,137,000 | – | 408,091 | – | 0.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 373,923 | $8,207,610 | 9.18% |
| CPA Asset Management LLC | 477,256 | $10,475,769 | 8.00% |
| Cable Hill Partners, LLC | 2,027,515 | $44,503,964 | 7.97% |
| Aquire Wealth Advisors, LLC | 697,943 | $15,319,849 | 7.62% |
| RAM Investment Partners, LLC | 563,594 | $12,370,896 | 7.61% |
| Vawter Financial, Ltd. | 268,502 | $5,893,608 | 6.87% |
| Creative Capital Management Investments LLC | 291,759 | $6,405 | 5.59% |
| Falcon Wealth Planning | 848,186 | $18,617,692 | 5.34% |
| Shore Point Advisors, LLC | 285,093 | $6,257,790 | 5.14% |
| Morling Financial Advisors, LLC | 178,449 | $3,916,956 | 5.00% |