DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 277 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,014,702 | -5.6% | 367,770 | -2.3% | 1.00% | +0.2% |
| Q2 2023 | $11,665,069 | +7.4% | 376,414 | -0.3% | 1.00% | +0.4% |
| Q1 2023 | $10,863,503 | +7.1% | 377,598 | +0.6% | 0.99% | -0.4% |
| Q4 2022 | $10,140,016 | +8.8% | 375,278 | +1.3% | 1.00% | +7.2% |
| Q3 2022 | $9,322,000 | +1.2% | 370,640 | +6.4% | 0.93% | +2.9% |
| Q2 2022 | $9,210,000 | +406.6% | 348,469 | +504.2% | 0.90% | +693.9% |
| Q1 2022 | $1,818,000 | -28.8% | 57,676 | -25.5% | 0.11% | -27.4% |
| Q4 2021 | $2,554,000 | -6.4% | 77,406 | -14.5% | 0.16% | -17.4% |
| Q3 2021 | $2,730,000 | -34.6% | 90,565 | -34.5% | 0.19% | -31.4% |
| Q2 2021 | $4,174,000 | +45.0% | 138,167 | +35.2% | 0.28% | +35.1% |
| Q1 2021 | $2,879,000 | +383.9% | 102,158 | +351.0% | 0.20% | +327.1% |
| Q4 2020 | $595,000 | – | 22,650 | – | 0.05% | – |
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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% |