DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $813,083 | -3.4% | 27,148 | 0.0% | 0.49% | -9.0% |
| Q2 2023 | $841,317 | +7.7% | 27,148 | 0.0% | 0.53% | -1.3% |
| Q1 2023 | $781,048 | +32.7% | 27,148 | +24.7% | 0.54% | +27.0% |
| Q4 2022 | $588,361 | +119.5% | 21,775 | +104.3% | 0.43% | +52.1% |
| Q3 2022 | $268,000 | +10.3% | 10,659 | +16.0% | 0.28% | -9.7% |
| Q2 2022 | $243,000 | -13.5% | 9,187 | +3.2% | 0.31% | +5.8% |
| Q1 2022 | $281,000 | -4.4% | 8,900 | 0.0% | 0.29% | -6.7% |
| Q4 2021 | $294,000 | +9.7% | 8,900 | 0.0% | 0.31% | -30.1% |
| Q3 2021 | $268,000 | -0.4% | 8,900 | 0.0% | 0.45% | +9.8% |
| Q2 2021 | $269,000 | +7.2% | 8,900 | 0.0% | 0.41% | -8.1% |
| Q1 2021 | $251,000 | – | 8,900 | – | 0.44% | – |
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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% |