DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 326 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $126,898,286 | -1.6% | 5,622,432 | +2.3% | 0.01% | 0.0% |
Q2 2023 | $128,965,736 | -51.6% | 5,497,261 | -52.5% | 0.01% | -8.3% |
Q1 2023 | $266,380,554 | +111.1% | 11,571,700 | +101.3% | 0.01% | -7.7% |
Q4 2022 | $126,162,615 | -32.9% | 5,747,727 | -38.6% | 0.01% | -35.0% |
Q3 2022 | $188,071,000 | +63.3% | 9,361,451 | +88.2% | 0.02% | +81.8% |
Q2 2022 | $115,192,000 | – | 4,973,729 | +497372800.0% | 0.01% | – |
Q2 2021 | $0 | – | 1 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |