DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 336 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $534,728 | -17.5% | 23,692 | -14.3% | 0.09% | -23.9% |
| Q2 2023 | $648,270 | -13.6% | 27,633 | -15.2% | 0.12% | -20.9% |
| Q1 2023 | $750,199 | +2.4% | 32,589 | -2.4% | 0.15% | -16.4% |
| Q4 2022 | $732,647 | -15.2% | 33,378 | -22.4% | 0.18% | -28.9% |
| Q3 2022 | $864,332 | -19.2% | 43,023 | -6.9% | 0.25% | -16.4% |
| Q2 2022 | $1,069,807 | -71.7% | 46,192 | -67.9% | 0.30% | -75.9% |
| Q1 2022 | $3,781,143 | +263.8% | 144,098 | +279.3% | 1.24% | +103.6% |
| Q4 2021 | $1,039,383 | +10.7% | 37,989 | +10.3% | 0.61% | +0.2% |
| Q3 2021 | $938,664 | +35.1% | 34,446 | +46.9% | 0.61% | +5.6% |
| Q2 2021 | $694,836 | – | 23,454 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 279,247 | $6,467,000 | 6.04% |
| Midwest Heritage Bank, FSB | 242,486 | $5,616,000 | 5.08% |
| Parcion Private Wealth LLC | 2,258,439 | $51,379,000 | 5.07% |
| AWM CAPITAL, LLC | 433,228 | $10,034,000 | 4.92% |
| 3D/L Capital Management, LLC | 746,686 | $17,293,000 | 4.83% |
| Relaxing Retirement Coach | 400,672 | $9,280,000 | 4.68% |
| Chico Wealth RIA | 241,309 | $5,589,000 | 4.54% |
| West Financial Advisors, LLC | 598,543 | $13,862,000 | 4.03% |
| Aquire Wealth Advisors, LLC | 292,150 | $6,766,000 | 3.95% |
| PERRITT CAPITAL MANAGEMENT INC | 254,452 | $5,893,000 | 3.58% |