DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $251,700 | -3.8% | 8,404 | -0.4% | 0.17% | -1.2% |
Q2 2023 | $261,587 | +21.4% | 8,441 | +12.7% | 0.17% | +11.2% |
Q1 2023 | $215,516 | +35.7% | 7,491 | +27.4% | 0.15% | +18.8% |
Q4 2022 | $158,824 | +3.1% | 5,878 | +0.6% | 0.13% | -12.3% |
Q2 2022 | $154,000 | +5033.3% | 5,845 | +6618.4% | 0.15% | +4766.7% |
Q1 2022 | $3,000 | +200.0% | 87 | +97.7% | 0.00% | +200.0% |
Q4 2021 | $1,000 | – | 44 | – | 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% |