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 | $3,535,483 | -0.6% | 156,645 | +3.3% | 0.01% | 0.0% |
| Q2 2023 | $3,557,680 | +5.0% | 151,649 | +3.1% | 0.01% | 0.0% |
| Q1 2023 | $3,387,508 | +15.1% | 147,155 | +9.7% | 0.01% | +25.0% |
| Q4 2022 | $2,944,340 | +23.7% | 134,138 | +13.2% | 0.00% | 0.0% |
| Q3 2022 | $2,380,000 | -11.1% | 118,485 | +2.5% | 0.00% | 0.0% |
| Q2 2022 | $2,677,000 | -11.5% | 115,596 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $3,024,000 | +34.5% | 115,238 | +40.2% | 0.00% | +33.3% |
| Q4 2021 | $2,249,000 | +48.2% | 82,186 | +47.6% | 0.00% | +50.0% |
| Q3 2021 | $1,518,000 | +120.0% | 55,693 | +139.0% | 0.00% | +100.0% |
| Q2 2021 | $690,000 | – | 23,301 | – | 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% |