DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $563 | -25.2% | 18,800 | -22.6% | 0.00% | 0.0% |
Q2 2023 | $753 | +71.1% | 24,300 | +58.8% | 0.00% | 0.0% |
Q1 2023 | $440 | -76.5% | 15,300 | -77.9% | 0.00% | -66.7% |
Q4 2022 | $1,870 | -99.8% | 69,200 | +98.9% | 0.00% | +200.0% |
Q3 2022 | $875,000 | +13.8% | 34,800 | +19.6% | 0.00% | 0.0% |
Q2 2022 | $769,000 | -52.1% | 29,100 | -40.2% | 0.00% | -50.0% |
Q4 2021 | $1,607,000 | +68.3% | 48,700 | +53.6% | 0.00% | +100.0% |
Q3 2021 | $955,000 | – | 31,700 | – | 0.00% | – |
Download |
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% |