DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 336 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Plan Group Financial, LLC | 536,469 | $12,719,800 | 10.62% |
| Chico Wealth RIA | 321,892 | $7,551,586 | 9.00% |
| Aquire Wealth Advisors, LLC | 895,628 | $21,011,433 | 8.38% |
| CPA Asset Management LLC | 479,376 | $11,246,161 | 8.08% |
| Cable Hill Partners, LLC | 2,311,332 | $54,223,840 | 7.07% |
| Root Financial Partners, LLC | 503,812 | $11,819,419 | 7.04% |
| RAM Investment Partners, LLC | 710,331 | $16,664,376 | 6.97% |
| Avondale Wealth Management | 343,395 | $8,056,045 | 6.77% |
| Morling Financial Advisors, LLC | 296,738 | $6,961,476 | 6.69% |
| Creative Capital Management Investments LLC | 361,406 | $8,478,585 | 6.11% |
| Falcon Wealth Planning | 1,086,548 | $25,490,409 | 5.68% |
| Vawter Financial, Ltd. | 269,117 | $6,313,497 | 5.46% |
| Shore Point Advisors, LLC | 316,776 | $7,431,556 | 5.30% |
| West Financial Advisors, LLC | 832,691 | $19,534,931 | 4.81% |
| 3D/L Capital Management, LLC | 702,774 | $16,487,086 | 4.77% |
| WPWealth LLP | 467,651 | $10,971,088 | 4.71% |
| Financial Alternatives, Inc | 211,265 | $4,956,266 | 4.49% |
| Arista Wealth Management, LLC | 447,998 | $10,510,027 | 4.37% |
| SUTTON PLACE INVESTORS LLC | 120,148 | $2,818,671 | 3.92% |
| Colony Family Offices, LLC | 380,048 | $8,915,926 | 3.76% |
External links
This page lists DIMENSIONAL ETF TRUST's shareholders in Q2 2023. To view DIMENSIONAL ETF TRUST's shareholder history, click here.