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 | $17,948,268 | -5.4% | 763,756 | -2.4% | 0.01% | -14.3% |
| Q2 2023 | $18,966,075 | +19.9% | 782,752 | +9.5% | 0.01% | 0.0% |
| Q4 2022 | $15,823,136 | +47.3% | 714,685 | +46.9% | 0.01% | +40.0% |
| Q3 2022 | $10,745,000 | +59.4% | 486,632 | +68.9% | 0.01% | +66.7% |
| Q2 2022 | $6,739,000 | +686.3% | 288,120 | +798.7% | 0.00% | – |
| Q1 2022 | $857,000 | +66.7% | 32,060 | +71.5% | 0.00% | – |
| Q4 2021 | $514,000 | +729.0% | 18,696 | +765.6% | 0.00% | – |
| Q3 2021 | $62,000 | +376.9% | 2,160 | +405.9% | 0.00% | – |
| Q2 2021 | $13,000 | +8.3% | 427 | 0.0% | 0.00% | – |
| Q1 2021 | $12,000 | – | 427 | – | 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% |