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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $858,367 | -6.6% | 28,660 | -3.4% | 0.03% | -12.9% |
| Q2 2023 | $919,070 | -12.7% | 29,657 | -18.9% | 0.03% | -26.2% |
| Q1 2023 | $1,052,579 | -13.9% | 36,586 | -19.1% | 0.04% | -32.3% |
| Q4 2022 | $1,222,666 | -57.5% | 45,250 | -60.4% | 0.06% | -62.7% |
| Q3 2022 | $2,874,000 | -36.7% | 114,287 | -33.5% | 0.17% | -35.9% |
| Q2 2022 | $4,542,000 | -16.0% | 171,850 | +0.2% | 0.26% | -3.4% |
| Q1 2022 | $5,404,000 | +369.9% | 171,441 | +391.8% | 0.27% | +387.3% |
| Q4 2021 | $1,150,000 | +296.6% | 34,858 | +261.9% | 0.06% | +243.8% |
| Q3 2021 | $290,000 | – | 9,631 | – | 0.02% | – |
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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% |