DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 406 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $12,231,258 | +7.9% | 472,797 | +3.1% | 5.94% | +1.5% |
Q1 2024 | $11,332,637 | +10.6% | 458,440 | +7.9% | 5.86% | -1.0% |
Q4 2023 | $10,242,651 | +15.2% | 424,830 | +7.8% | 5.92% | -2.9% |
Q3 2023 | $8,891,023 | +4.9% | 393,931 | +9.0% | 6.09% | -0.2% |
Q2 2023 | $8,478,585 | +6.7% | 361,406 | +4.7% | 6.11% | +5.2% |
Q1 2023 | $7,946,632 | +123969.2% | 345,204 | +18.3% | 5.81% | +3.9% |
Q4 2022 | $6,405 | – | 291,759 | – | 5.59% | – |
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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% |