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 ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 127,283 | $3,468,000 | 2.51% |
| PBMares Wealth Management LLC | 145,774 | $3,972,000 | 1.89% |
| COLLECTIVE FAMILY OFFICE LLC | 153,820 | $4,192,000 | 1.80% |
| Relaxing Retirement Coach | 46,861 | $1,277,000 | 1.05% |
| FIRST NATIONAL BANK SIOUX FALLS | 21,783 | $594,000 | 1.00% |
| Gradient Capital Advisors, LLC | 75,620 | $2,061,000 | 0.94% |
| Syverson Strege & Co | 38,492 | $1,049,000 | 0.84% |
| EVOKE WEALTH, LLC | 598,585 | $16,311,000 | 0.61% |
| Hill Investment Group Partners, LLC | 34,446 | $938,664 | 0.61% |
| AWM CAPITAL, LLC | 28,020 | $774,000 | 0.58% |