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 | $7,736,116 | +11.1% | 342,761 | +15.5% | 7.67% | +14.6% |
Q2 2023 | $6,961,476 | +24.5% | 296,738 | +22.1% | 6.69% | +10.9% |
Q1 2023 | $5,592,824 | +42.8% | 242,955 | +36.1% | 6.03% | +20.7% |
Q4 2022 | $3,916,956 | +88.9% | 178,449 | +72.9% | 5.00% | +76.9% |
Q3 2022 | $2,074,000 | +75.6% | 103,212 | +102.3% | 2.82% | +83.3% |
Q2 2022 | $1,181,000 | – | 51,008 | – | 1.54% | – |
Download |
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% |