DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 339 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,054,582 | +4.7% | 234,039 | +0.0% | 3.82% | +5.1% |
| Q1 2024 | $5,784,688 | +2.9% | 234,008 | +0.4% | 3.64% | -3.2% |
| Q4 2023 | $5,619,487 | +9.3% | 233,077 | +2.3% | 3.76% | +1.0% |
| Q3 2023 | $5,143,122 | -2.3% | 227,874 | +1.6% | 3.72% | +0.9% |
| Q2 2023 | $5,263,418 | +7.8% | 224,357 | +5.8% | 3.68% | -0.3% |
| Q1 2023 | $4,883,074 | +29.9% | 212,123 | +23.8% | 3.69% | +18.9% |
| Q4 2022 | $3,759,690 | – | 171,284 | – | 3.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Plan Group Financial, LLC | 536,469 | $12,719,800 | 10.62% |
| Chico Wealth RIA | 321,892 | $7,551,586 | 9.00% |
| Aquire Wealth Advisors, LLC | 895,628 | $21,011,433 | 8.38% |
| CPA Asset Management LLC | 479,376 | $11,246,161 | 8.08% |
| Cable Hill Partners, LLC | 2,311,332 | $54,223,840 | 7.07% |
| Root Financial Partners, LLC | 503,812 | $11,819,419 | 7.04% |
| RAM Investment Partners, LLC | 710,331 | $16,664,376 | 6.97% |
| Avondale Wealth Management | 343,395 | $8,056,045 | 6.77% |
| Morling Financial Advisors, LLC | 296,738 | $6,961,476 | 6.69% |
| Creative Capital Management Investments LLC | 361,406 | $8,478,585 | 6.11% |