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 | $863,698 | -2.5% | 28,838 | +0.8% | 0.94% | +0.4% |
| Q2 2023 | $886,252 | +20.7% | 28,598 | +5.3% | 0.94% | +9.6% |
| Q4 2022 | $733,971 | +8.6% | 27,164 | +1.0% | 0.86% | -2.3% |
| Q3 2022 | $676,000 | +119.5% | 26,889 | +130.4% | 0.88% | +131.7% |
| Q2 2022 | $308,000 | -12.0% | 11,670 | +5.1% | 0.38% | -1.8% |
| Q1 2022 | $350,000 | -4.6% | 11,107 | 0.0% | 0.38% | -1.5% |
| Q4 2021 | $367,000 | -53.3% | 11,107 | -59.4% | 0.39% | -55.6% |
| Q1 2010 | $786,428 | – | 27,335 | – | 0.88% | – |
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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% |