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 | $1,841,275 | -2.5% | 61,478 | +1.0% | 0.41% | -0.2% |
Q2 2023 | $1,888,512 | +15.5% | 60,880 | +7.2% | 0.42% | +9.2% |
Q1 2023 | $1,634,421 | +11.2% | 56,810 | +11.0% | 0.38% | +9.8% |
Q4 2022 | $1,469,771 | +127.9% | 51,158 | +99.4% | 0.35% | +94.4% |
Q3 2022 | $645,000 | +204.2% | 25,650 | +222.5% | 0.18% | +229.6% |
Q2 2022 | $212,000 | – | 7,954 | – | 0.05% | – |
Download |
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% |