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 | $3,033,810 | +9.2% | 117,271 | +4.4% | 1.10% | +5.9% |
| Q1 2024 | $2,777,702 | +13.5% | 112,367 | +10.7% | 1.04% | +4.4% |
| Q4 2023 | $2,447,003 | +25.1% | 101,493 | +17.1% | 1.00% | +11.5% |
| Q3 2023 | $1,956,598 | +9.9% | 86,690 | +14.2% | 0.90% | +9.8% |
| Q2 2023 | $1,781,039 | +46.6% | 75,918 | +37.2% | 0.82% | +35.5% |
| Q4 2022 | $1,214,607 | – | 55,335 | – | 0.60% | – |
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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% |