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 | $704,011 | -9.1% | 31,192 | -5.5% | 0.49% | +9.4% |
| Q2 2023 | $774,097 | +10.2% | 32,996 | +8.1% | 0.45% | -10.9% |
| Q1 2023 | $702,390 | +4.8% | 30,512 | -0.0% | 0.50% | -8.5% |
| Q4 2022 | $669,957 | +48.2% | 30,522 | +35.5% | 0.55% | +15.5% |
| Q3 2022 | $452,000 | -8.5% | 22,523 | +5.6% | 0.48% | -6.1% |
| Q2 2022 | $494,000 | +9.1% | 21,333 | +23.6% | 0.51% | +67.3% |
| Q1 2022 | $453,000 | – | 17,265 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 303,653 | $6,990,092 | 8.99% |
| CPA Asset Management LLC | 482,057 | $11,096,953 | 8.29% |
| Cable Hill Partners, LLC | 2,201,935 | $50,688,537 | 8.25% |
| Aquire Wealth Advisors, LLC | 808,899 | $18,620,855 | 8.15% |
| RAM Investment Partners, LLC | 618,726 | $14,243,061 | 7.67% |
| Root Financial Partners, LLC | 419,652 | $9,660,386 | 6.89% |
| Vawter Financial, Ltd. | 278,058 | $6,400,907 | 6.49% |
| Morling Financial Advisors, LLC | 242,955 | $5,592,824 | 6.03% |
| Creative Capital Management Investments LLC | 345,204 | $7,946,632 | 5.81% |
| Falcon Wealth Planning | 995,092 | $22,907,012 | 5.72% |