DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 96 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,939,730 | -16.4% | 432,044 | -13.5% | 0.01% | -14.3% |
| Q2 2023 | $15,480,809 | +67.2% | 499,542 | +55.2% | 0.01% | +75.0% |
| Q1 2023 | $9,258,804 | +2.5% | 321,821 | -3.7% | 0.00% | -20.0% |
| Q4 2022 | $9,034,159 | -5.8% | 334,351 | -12.4% | 0.01% | 0.0% |
| Q3 2022 | $9,594,000 | +12.6% | 381,480 | +18.3% | 0.01% | 0.0% |
| Q2 2022 | $8,521,000 | -1.8% | 322,416 | +17.1% | 0.01% | +25.0% |
| Q1 2022 | $8,678,000 | +3.2% | 275,326 | +8.1% | 0.00% | 0.0% |
| Q4 2021 | $8,405,000 | +18.5% | 254,705 | +8.3% | 0.00% | 0.0% |
| Q3 2021 | $7,090,000 | +17.5% | 235,233 | +17.7% | 0.00% | +33.3% |
| Q2 2021 | $6,036,000 | +44.2% | 199,805 | +34.5% | 0.00% | 0.0% |
| Q1 2021 | $4,186,000 | – | 148,530 | – | 0.00% | – |
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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% |