DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 294 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,632 | -12.5% | 7,133 | -9.5% | 0.08% | -14.8% |
| Q2 2023 | $244,200 | +8.2% | 7,880 | +0.5% | 0.09% | +4.8% |
| Q1 2023 | $225,671 | +6.9% | 7,844 | +0.4% | 0.08% | +6.3% |
| Q4 2022 | $211,053 | -17.6% | 7,811 | -19.2% | 0.08% | +16.2% |
| Q2 2022 | $256,000 | -15.2% | 9,671 | +1.1% | 0.07% | 0.0% |
| Q1 2022 | $302,000 | -1.3% | 9,568 | +3.1% | 0.07% | +21.4% |
| Q4 2021 | $306,000 | – | 9,282 | – | 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% |