DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,193 | -6.0% | 3,863,216 | -2.3% | 0.33% | -10.1% |
| Q2 2023 | $92,774 | -5.0% | 3,954,541 | -6.8% | 0.37% | -16.9% |
| Q1 2023 | $97,646 | +4.6% | 4,241,794 | -0.2% | 0.44% | -5.1% |
| Q4 2022 | $93,330 | -99.9% | 4,251,933 | +7.1% | 0.47% | -1.3% |
| Q3 2022 | $79,737,000 | -1.8% | 3,968,986 | +13.3% | 0.47% | -4.8% |
| Q2 2022 | $81,166,000 | +351.9% | 3,504,578 | +412.0% | 0.50% | +368.9% |
| Q1 2022 | $17,962,000 | +36.9% | 684,541 | +42.8% | 0.11% | +30.9% |
| Q4 2021 | $13,117,000 | +670.2% | 479,419 | +667.0% | 0.08% | +575.0% |
| Q3 2021 | $1,703,000 | +20.2% | 62,504 | +30.7% | 0.01% | +9.1% |
| Q2 2021 | $1,417,000 | +68.9% | 47,835 | +60.0% | 0.01% | +37.5% |
| Q1 2021 | $839,000 | – | 29,889 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relaxing Retirement Coach | 329,948 | $9,026,000 | 5.19% |
| Midwest Heritage Bank, FSB | 168,646 | $4,614,000 | 4.48% |
| Aquire Wealth Advisors, LLC | 228,964 | $6,264,000 | 3.28% |
| Adams Chetwood Wealth Management LLC | 145,982 | $3,994,000 | 2.71% |
| Waypoint Wealth Partners Inc. | 284,400 | $7,781,000 | 2.66% |
| Moisand Fitzgerald Tamayo, LLC | 262,851 | $7,192,000 | 2.02% |
| Crown Wealth Group, LLC | 63,067 | $1,726,000 | 1.60% |
| WMG Financial Advisors, LLC | 72,709 | $1,988,000 | 1.55% |
| AWM CAPITAL, LLC | 61,613 | $1,686,000 | 1.28% |
| FirstPurpose Wealth LLC | 68,021 | $1,861,000 | 1.17% |