DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 187 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $842,764 | -1.7% | 28,139 | +1.7% | 0.18% | +3.4% |
Q2 2023 | $857,308 | +5.4% | 27,664 | -8.1% | 0.17% | +4.2% |
Q1 2023 | $813,735 | +0.0% | 30,116 | 0.0% | 0.17% | 0.0% |
Q4 2022 | $813,734 | +40.5% | 30,116 | +30.8% | 0.17% | +21.0% |
Q3 2022 | $579,000 | -0.2% | 23,024 | +4.8% | 0.14% | +4.5% |
Q2 2022 | $580,000 | -75.3% | 21,959 | -70.5% | 0.13% | -74.4% |
Q1 2022 | $2,347,000 | +14.4% | 74,476 | +19.9% | 0.52% | +14.7% |
Q4 2021 | $2,051,000 | +19.2% | 62,141 | +8.9% | 0.45% | +16.3% |
Q3 2021 | $1,720,000 | +11.5% | 57,057 | +11.7% | 0.39% | +8.7% |
Q2 2021 | $1,543,000 | – | 51,076 | – | 0.36% | – |
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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% |