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%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 332,538 | $7,505,383 | 8.98% |
| Aquire Wealth Advisors, LLC | 910,866 | $20,558,246 | 8.57% |
| CPA Asset Management LLC | 527,732 | $11,910,912 | 8.35% |
| Envision Financial Planning, LLC | 366,535 | $8,272,698 | 8.19% |
| Morling Financial Advisors, LLC | 342,761 | $7,736,116 | 7.67% |
| Cable Hill Partners, LLC | 2,437,965 | $55,024,783 | 7.43% |
| Root Financial Partners, LLC | 593,324 | $13,391,324 | 7.09% |
| RAM Investment Partners, LLC | 741,886 | $16,744,368 | 7.08% |
| Plan Group Financial, LLC | 428,832 | $9,678,748 | 6.97% |
| Avondale Wealth Management | 343,360 | $7,749,639 | 6.80% |
| Creative Capital Management Investments LLC | 393,931 | $8,891,023 | 6.09% |
| Falcon Wealth Planning | 1,196,474 | $27,004,417 | 5.86% |
| Vawter Financial, Ltd. | 276,080 | $6,231,135 | 5.60% |
| Shore Point Advisors, LLC | 324,606 | $7,326,397 | 5.30% |
| 3D/L Capital Management, LLC | 684,953 | $15,459,402 | 5.02% |
| WPWealth LLP | 576,004 | $13,000,418 | 4.97% |
| West Financial Advisors, LLC | 854,405 | $19,283,921 | 4.84% |
| Arista Wealth Management, LLC | 515,074 | $11,625,230 | 4.55% |
| Financial Alternatives, Inc | 215,358 | $4,860,619 | 4.50% |
| Pioneer Wealth Management Group | 231,918 | $5,234,392 | 3.99% |
External links
This page lists DIMENSIONAL ETF TRUST's shareholders in Q3 2023. To view DIMENSIONAL ETF TRUST's shareholder history, click here.