Joel Isaacson & Co., LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q1 2022$324,000
+14.9%
10,572
+23.7%
0.02%
+26.3%
Q4 2021$282,0008,5480.02%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Aquire Wealth Advisors, LLC 3,071,645$91,995,75638.36%
Kooman & Associates 2,416,386$72,370,76136.62%
Blankinship & Foster, LLC 2,665,027$79,817,54926.39%
Arista Wealth Management, LLC 1,741,294$52,151,76220.42%
Essential Planning, LLC. 1,176,301$35,289,83019.55%
Financial Connections Group, Inc. 460,406$13,78917.01%
Spinnaker Investment Group, LLC 1,364,068$40,853,82613.73%
BCM ADVISORS, LLC 1,458,357$44,217,38413.10%
Envision Financial Planning, LLC 429,490$12,863,23112.74%
FirstPurpose Wealth LLC 974,200$29,177,29012.60%
View complete list of DIMENSIONAL ETF TRUST shareholders