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 | $298,872 | -3.5% | 13,242 | +0.3% | 0.10% | -17.3% |
| Q2 2023 | $309,860 | -4.1% | 13,208 | -5.9% | 0.13% | -9.9% |
| Q1 2023 | $323,017 | +16.5% | 14,032 | +11.1% | 0.14% | +13.7% |
| Q4 2022 | $277,229 | +6.2% | 12,630 | -2.8% | 0.12% | -12.7% |
| Q3 2022 | $261,000 | -25.6% | 12,988 | -14.4% | 0.14% | -26.8% |
| Q2 2022 | $351,000 | -15.6% | 15,172 | -4.3% | 0.19% | -12.6% |
| Q1 2022 | $416,000 | +87.4% | 15,853 | +95.1% | 0.22% | +68.2% |
| Q4 2021 | $222,000 | – | 8,124 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |