DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,142,984 | +290.1% | 138,330 | +303.7% | 0.00% | – |
| Q2 2023 | $1,061,903 | -50.5% | 34,266 | -54.1% | 0.00% | – |
| Q1 2023 | $2,147,393 | -20.5% | 74,640 | -25.4% | 0.00% | -100.0% |
| Q4 2022 | $2,702,000 | +133.1% | 100,000 | +117.0% | 0.00% | – |
| Q3 2022 | $1,159,000 | +12.4% | 46,080 | +18.2% | 0.00% | – |
| Q2 2022 | $1,031,000 | -66.2% | 38,990 | -59.7% | 0.00% | -100.0% |
| Q1 2022 | $3,050,000 | -41.8% | 96,786 | -39.1% | 0.00% | – |
| Q4 2021 | $5,242,000 | +68.9% | 158,838 | +44.2% | 0.00% | – |
| Q1 2021 | $3,103,000 | – | 110,130 | – | 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% |