DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 71 filers reported holding DIMENSIONAL ETF TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,003,829 | -3.7% | 33,517 | -0.4% | 0.08% | -1.2% |
| Q2 2023 | $1,042,676 | +12.6% | 33,646 | +4.5% | 0.08% | +8.1% |
| Q1 2023 | $926,115 | +23.7% | 32,190 | +16.2% | 0.07% | +17.5% |
| Q4 2022 | $748,644 | +12.9% | 27,707 | +5.1% | 0.06% | +5.0% |
| Q3 2022 | $663,000 | -6.5% | 26,356 | -1.7% | 0.06% | -6.2% |
| Q2 2022 | $709,000 | +2.2% | 26,811 | +21.8% | 0.06% | +23.1% |
| Q1 2022 | $694,000 | +5.2% | 22,014 | +10.0% | 0.05% | +10.6% |
| Q4 2021 | $660,000 | +11.3% | 20,014 | +1.6% | 0.05% | +2.2% |
| Q3 2021 | $593,000 | +15.6% | 19,690 | +15.9% | 0.05% | +17.9% |
| Q2 2021 | $513,000 | +23.3% | 16,987 | +15.0% | 0.04% | +14.7% |
| Q1 2021 | $416,000 | – | 14,772 | – | 0.03% | – |
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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% |