DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,955,620 | +9.9% | 432,575 | +13.7% | 0.48% | +8.5% |
| Q2 2023 | $11,785,357 | +25.1% | 380,295 | +16.1% | 0.44% | +12.7% |
| Q1 2023 | $9,421,769 | +28.8% | 327,486 | +20.9% | 0.40% | +12.9% |
| Q4 2022 | $7,316,798 | +10.8% | 270,792 | +3.1% | 0.35% | 0.0% |
| Q3 2022 | $6,606,000 | -5.7% | 262,672 | -0.8% | 0.35% | -4.9% |
| Q2 2022 | $7,002,000 | +4.2% | 264,912 | +24.2% | 0.37% | +18.3% |
| Q1 2022 | $6,720,000 | +237.5% | 213,209 | +253.4% | 0.31% | +245.6% |
| Q4 2021 | $1,991,000 | +72.1% | 60,327 | +57.1% | 0.09% | +52.5% |
| Q3 2021 | $1,157,000 | +400.9% | 38,399 | +402.4% | 0.06% | +391.7% |
| Q2 2021 | $231,000 | – | 7,643 | – | 0.01% | – |
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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% |