DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 33 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,166,552 | -19.4% | 38,950 | -16.6% | 0.00% | – |
| Q2 2023 | $1,447,109 | -83.4% | 46,696 | -84.6% | 0.00% | -100.0% |
| Q1 2023 | $8,718,173 | +196.4% | 303,030 | +178.4% | 0.00% | +300.0% |
| Q4 2022 | $2,940,965 | -37.3% | 108,844 | -38.7% | 0.00% | -50.0% |
| Q2 2022 | $4,690,000 | +1192.0% | 177,461 | +1439.1% | 0.00% | – |
| Q1 2022 | $363,000 | -59.1% | 11,530 | -57.1% | 0.00% | – |
| Q4 2021 | $887,000 | -19.4% | 26,891 | -26.2% | 0.00% | – |
| Q2 2021 | $1,101,000 | +90.8% | 36,431 | +78.1% | 0.00% | – |
| Q1 2021 | $577,000 | -27.6% | 20,459 | -32.5% | 0.00% | – |
| Q4 2020 | $797,000 | – | 30,312 | – | 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% |