DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 116 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,024,003 | +29.9% | 34,190 | +34.4% | 0.68% | +26.8% |
| Q2 2023 | $788,253 | +213.3% | 25,436 | +190.9% | 0.54% | +188.7% |
| Q1 2023 | $251,602 | +6.2% | 8,745 | -0.1% | 0.19% | +2.2% |
| Q4 2022 | $237,000 | +7.7% | 8,758 | +0.1% | 0.18% | +1.1% |
| Q3 2022 | $220,000 | -49.2% | 8,746 | -46.6% | 0.18% | -47.4% |
| Q2 2022 | $433,000 | +18.3% | 16,383 | +41.1% | 0.34% | +35.7% |
| Q1 2022 | $366,000 | -39.0% | 11,615 | -36.1% | 0.25% | -33.9% |
| Q4 2021 | $600,000 | +30.7% | 18,190 | +19.5% | 0.38% | +18.7% |
| Q3 2021 | $459,000 | +48.1% | 15,227 | +48.3% | 0.32% | +50.0% |
| Q2 2021 | $310,000 | – | 10,265 | – | 0.21% | – |
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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% |