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 | $40 | -86.8% | 1,346 | -86.3% | 0.00% | -100.0% |
Q2 2023 | $304 | +442.9% | 9,799 | +400.7% | 0.00% | – |
Q1 2023 | $56 | +194.7% | 1,957 | +177.2% | 0.00% | – |
Q4 2022 | $19 | -99.9% | 706 | -49.4% | 0.00% | – |
Q3 2022 | $35,000 | +75.0% | 1,394 | +85.4% | 0.00% | – |
Q2 2022 | $20,000 | -13.0% | 752 | +4.0% | 0.00% | – |
Q1 2022 | $23,000 | +27.8% | 723 | +31.5% | 0.00% | – |
Q4 2021 | $18,000 | – | 550 | – | 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% |