DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 277 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,458,237 | -3.3% | 148,856 | +0.0% | 1.05% | -3.1% |
| Q2 2023 | $4,611,002 | +7.7% | 148,790 | 0.0% | 1.08% | -2.6% |
| Q1 2023 | $4,280,688 | +9.0% | 148,790 | +2.3% | 1.11% | +9.6% |
| Q4 2022 | $3,928,384 | +7.2% | 145,388 | -0.2% | 1.01% | +1.8% |
| Q3 2022 | $3,665,000 | +28.1% | 145,707 | +34.6% | 1.00% | +34.4% |
| Q2 2022 | $2,861,000 | +951.8% | 108,234 | +1152.1% | 0.74% | +1076.2% |
| Q1 2022 | $272,000 | – | 8,644 | – | 0.06% | – |
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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% |