DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 33 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,335,000 | -7.2% | 311,704 | -4.0% | 0.00% | 0.0% |
| Q2 2023 | $10,064,000 | -3.3% | 324,819 | -10.2% | 0.00% | 0.0% |
| Q1 2023 | $10,410,000 | +3.0% | 361,833 | -3.3% | 0.00% | 0.0% |
| Q4 2022 | $10,108,000 | +3.4% | 374,119 | -3.8% | 0.00% | 0.0% |
| Q3 2022 | $9,779,000 | -11.4% | 388,859 | -6.9% | 0.00% | 0.0% |
| Q2 2022 | $11,043,000 | +30.7% | 417,838 | +55.9% | 0.00% | +50.0% |
| Q1 2022 | $8,447,000 | +54.4% | 267,960 | +61.6% | 0.00% | +100.0% |
| Q4 2021 | $5,472,000 | +33.3% | 165,818 | +21.8% | 0.00% | 0.0% |
| Q3 2021 | $4,104,000 | +5.2% | 136,161 | +5.5% | 0.00% | 0.0% |
| Q2 2021 | $3,901,000 | +27.2% | 129,100 | +18.6% | 0.00% | 0.0% |
| Q1 2021 | $3,068,000 | +336.4% | 108,887 | +307.2% | 0.00% | – |
| Q4 2020 | $703,000 | – | 26,743 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aquire Wealth Advisors, LLC | 3,071,645 | $91,995,756 | 38.36% |
| Kooman & Associates | 2,416,386 | $72,370,761 | 36.62% |
| Blankinship & Foster, LLC | 2,665,027 | $79,817,549 | 26.39% |
| Arista Wealth Management, LLC | 1,741,294 | $52,151,762 | 20.42% |
| Essential Planning, LLC. | 1,176,301 | $35,289,830 | 19.55% |
| Financial Connections Group, Inc. | 460,406 | $13,789 | 17.01% |
| Spinnaker Investment Group, LLC | 1,364,068 | $40,853,826 | 13.73% |
| BCM ADVISORS, LLC | 1,458,357 | $44,217,384 | 13.10% |
| Envision Financial Planning, LLC | 429,490 | $12,863,231 | 12.74% |
| FirstPurpose Wealth LLC | 974,200 | $29,177,290 | 12.60% |