DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 352 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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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% |