DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,551,622 | +23.8% | 218,751 | +28.0% | 0.01% | 0.0% |
| Q2 2023 | $5,292,510 | -11.8% | 170,922 | -18.0% | 0.01% | -9.1% |
| Q1 2023 | $5,999,006 | +25.5% | 208,556 | +17.9% | 0.01% | +10.0% |
| Q4 2022 | $4,781,000 | +20.4% | 176,955 | +12.1% | 0.01% | +11.1% |
| Q3 2022 | $3,970,000 | -2.1% | 157,875 | +2.9% | 0.01% | 0.0% |
| Q2 2022 | $4,057,000 | -45.2% | 153,370 | +26.5% | 0.01% | -35.7% |
| Q1 2022 | $7,401,000 | +180.9% | 121,207 | +51.9% | 0.01% | +180.0% |
| Q4 2021 | $2,635,000 | +43.8% | 79,800 | +31.5% | 0.01% | +25.0% |
| Q3 2021 | $1,832,000 | +39.7% | 60,690 | +39.9% | 0.00% | +33.3% |
| Q2 2021 | $1,311,000 | +100.2% | 43,381 | +86.7% | 0.00% | +50.0% |
| Q1 2021 | $655,000 | – | 23,235 | – | 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% |