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 | $7,161,688 | +1.3% | 317,310 | +5.3% | 2.38% | +2.0% |
| Q2 2023 | $7,067,126 | +6.5% | 301,242 | +4.5% | 2.34% | -3.5% |
| Q1 2023 | $6,636,924 | +10.8% | 288,311 | +5.6% | 2.42% | -2.6% |
| Q4 2022 | $5,991,474 | +64.0% | 272,960 | +50.1% | 2.48% | +35.9% |
| Q3 2022 | $3,654,000 | -35.0% | 181,888 | -25.1% | 1.83% | -30.3% |
| Q2 2022 | $5,622,000 | +30.7% | 242,734 | +48.0% | 2.62% | +28.1% |
| Q1 2022 | $4,303,000 | +235.6% | 163,986 | +249.9% | 2.05% | +189.0% |
| Q4 2021 | $1,282,000 | – | 46,867 | – | 0.71% | – |
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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% |