DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,415 | -2.8% | 12,823 | +1.0% | 0.23% | -0.4% |
| Q2 2023 | $297,825 | +0.6% | 12,695 | -1.3% | 0.23% | -4.6% |
| Q1 2023 | $296,083 | +4.9% | 12,862 | 0.0% | 0.24% | -5.2% |
| Q4 2022 | $282,321 | +13.8% | 12,862 | +4.4% | 0.25% | -0.4% |
| Q3 2022 | $248,000 | -13.0% | 12,321 | 0.0% | 0.25% | -6.6% |
| Q2 2022 | $285,000 | -5.6% | 12,321 | +6.9% | 0.27% | -1.5% |
| Q1 2022 | $302,000 | -5.6% | 11,525 | -1.5% | 0.28% | -2.8% |
| Q4 2021 | $320,000 | – | 11,701 | – | 0.28% | – |
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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% |