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% | – |
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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% |