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 | $12,051 | -2.6% | 534 | +1.3% | 0.01% | -16.7% |
| Q2 2023 | $12,371 | +2.7% | 527 | +0.8% | 0.01% | 0.0% |
| Q1 2023 | $12,048 | +5.0% | 523 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $11,472 | +14.7% | 523 | +0.8% | 0.01% | -14.3% |
| Q3 2022 | $10,000 | -16.7% | 519 | +1.4% | 0.01% | -12.5% |
| Q2 2022 | $12,000 | -7.7% | 512 | +0.6% | 0.01% | -11.1% |
| Q1 2022 | $13,000 | -7.1% | 509 | +0.2% | 0.01% | -18.2% |
| Q4 2021 | $14,000 | – | 508 | – | 0.01% | – |
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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% |