DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 418 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,417 | -5.4% | 54,780 | -10.0% | 0.71% | -15.8% |
| Q1 2024 | $1,498 | -88.4% | 60,855 | +13.3% | 0.84% | -3.1% |
| Q4 2023 | $12,949 | +863.5% | 53,710 | -9.9% | 0.87% | +32.1% |
| Q3 2023 | $1,344 | +19.4% | 59,591 | +24.1% | 0.66% | +31.4% |
| Q2 2023 | $1,126 | -14.9% | 48,037 | -16.4% | 0.50% | -14.4% |
| Q1 2023 | $1,323 | – | 57,488 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aquire Wealth Advisors, LLC | 1,064,769 | $27,545,568 | 9.25% |
| Chico Wealth RIA | 367,495 | $9,507,096 | 8.71% |
| CPA Asset Management LLC | 625,255 | $16,175,347 | 8.66% |
| Envision Financial Planning, LLC | 428,370 | $11,081,932 | 8.46% |
| Cable Hill Partners, LLC | 2,708,801 | $70,076,672 | 7.60% |
| Root Financial Partners, LLC | 1,113,404 | $28,803,769 | 6.74% |
| RAM Investment Partners, LLC | 882,350 | $22,826,400 | 6.62% |
| Avondale Wealth Management | 374,091 | $9,677,741 | 6.61% |
| Keyes, Stange & Wooten Wealth Management, LLC | 348,649 | $9,019,550 | 6.28% |
| Morling Financial Advisors, LLC | 540,995 | $13,995,541 | 6.10% |