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 | $1,176,689 | -7.4% | 52,135 | -3.8% | 0.70% | -3.0% |
| Q2 2023 | $1,270,918 | +3.7% | 54,174 | +1.7% | 0.72% | -1.4% |
| Q1 2023 | $1,226,059 | +17.9% | 53,261 | +12.5% | 0.73% | -0.4% |
| Q4 2022 | $1,039,599 | +52.4% | 47,362 | +39.6% | 0.74% | +24.6% |
| Q3 2022 | $682,000 | +0.6% | 33,926 | +15.8% | 0.59% | +2.1% |
| Q2 2022 | $678,000 | +82.7% | 29,289 | +107.3% | 0.58% | +92.0% |
| Q1 2022 | $371,000 | +24.5% | 14,130 | +29.7% | 0.30% | +30.9% |
| Q4 2021 | $298,000 | – | 10,897 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relaxing Retirement Coach | 329,948 | $9,026,000 | 5.19% |
| Midwest Heritage Bank, FSB | 168,646 | $4,614,000 | 4.48% |
| Aquire Wealth Advisors, LLC | 228,964 | $6,264,000 | 3.28% |
| Adams Chetwood Wealth Management LLC | 145,982 | $3,994,000 | 2.71% |
| Waypoint Wealth Partners Inc. | 284,400 | $7,781,000 | 2.66% |
| Moisand Fitzgerald Tamayo, LLC | 262,851 | $7,192,000 | 2.02% |
| Crown Wealth Group, LLC | 63,067 | $1,726,000 | 1.60% |
| WMG Financial Advisors, LLC | 72,709 | $1,988,000 | 1.55% |
| AWM CAPITAL, LLC | 61,613 | $1,686,000 | 1.28% |
| FirstPurpose Wealth LLC | 68,021 | $1,861,000 | 1.17% |