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 | $3,270,934 | -1.4% | 144,924 | +2.5% | 1.83% | -1.3% |
| Q2 2023 | $3,317,553 | +6.6% | 141,413 | +4.6% | 1.85% | -0.7% |
| Q1 2023 | $3,111,309 | +29.3% | 135,157 | +23.3% | 1.87% | +18.5% |
| Q4 2022 | $2,406,000 | +40.8% | 109,603 | +28.8% | 1.58% | +24.9% |
| Q3 2022 | $1,709,000 | +40.3% | 85,075 | +61.8% | 1.26% | +40.7% |
| Q2 2022 | $1,218,000 | -4.2% | 52,576 | +8.5% | 0.90% | -8.4% |
| Q1 2022 | $1,271,000 | +56.9% | 48,443 | +63.7% | 0.98% | +58.4% |
| Q4 2021 | $810,000 | – | 29,596 | – | 0.62% | – |
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% |