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 | $936,594 | +0.9% | 41,497 | +4.8% | 0.64% | +2.6% |
| Q2 2023 | $928,537 | +17.7% | 39,580 | +15.5% | 0.62% | +6.9% |
| Q1 2023 | $788,960 | -1.4% | 34,273 | -5.9% | 0.58% | -2.4% |
| Q4 2022 | $799,889 | +54.1% | 36,441 | +40.8% | 0.59% | +27.3% |
| Q3 2022 | $519,000 | -4.1% | 25,882 | +10.6% | 0.47% | -12.9% |
| Q2 2022 | $541,000 | +23.5% | 23,398 | +40.0% | 0.54% | +18.4% |
| Q1 2022 | $438,000 | +100.9% | 16,715 | +109.3% | 0.45% | +121.6% |
| Q4 2021 | $218,000 | – | 7,985 | – | 0.20% | – |
Download | ||||||
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% |