DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 406 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPA Asset Management LLC | 621,512 | $14,984,655 | 9.12% |
| Aquire Wealth Advisors, LLC | 966,336 | $23,298,361 | 8.86% |
| Chico Wealth RIA | 332,007 | $8,004,689 | 8.34% |
| Morling Financial Advisors, LLC | 420,438 | $10,136,752 | 8.18% |
| Envision Financial Planning, LLC | 352,497 | $8,498,701 | 7.44% |
| Cable Hill Partners, LLC | 2,587,914 | $60,686,604 | 7.44% |
| Keyes, Stange & Wooten Wealth Management, LLC | 289,808 | $6,987,271 | 7.42% |
| Avondale Wealth Management | 366,868 | $8,845,180 | 7.12% |
| Root Financial Partners, LLC | 749,190 | $18,062,970 | 6.79% |
| RAM Investment Partners, LLC | 757,371 | $18,260,203 | 6.37% |
| Creative Capital Management Investments LLC | 424,830 | $10,242,651 | 5.92% |
| Valued Wealth Advisors LLC | 276,264 | $6,235,284 | 5.76% |
| Falcon Wealth Planning | 1,354,629 | $32,660,112 | 5.71% |
| Vawter Financial, Ltd. | 281,862 | $6,795,685 | 5.32% |
| Plan Group Financial, LLC | 243,734 | $5,876,427 | 5.16% |
| Pioneer Wealth Management Group | 325,344 | $7,844,035 | 4.88% |
| WPWealth LLP | 649,911 | $15,669,359 | 4.85% |
| West Financial Advisors, LLC | 861,000 | $20,758,710 | 4.73% |
| Shore Point Advisors, LLC | 313,228 | $7,551,938 | 4.68% |
| Financial Alternatives, Inc | 221,409 | $5,338,160 | 4.51% |
External links
This page lists DIMENSIONAL ETF TRUST's shareholders in Q4 2023. To view DIMENSIONAL ETF TRUST's shareholder history, click here.