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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $442,511 | +5.1% | 13,309 | -5.4% | 0.13% | -1.5% |
| Q3 2023 | $421,153 | -3.4% | 14,062 | +0.0% | 0.13% | -3.6% |
| Q2 2023 | $435,758 | +7.7% | 14,061 | 0.0% | 0.14% | +2.2% |
| Q1 2023 | $404,524 | +6.5% | 14,061 | +0.0% | 0.14% | -1.4% |
| Q4 2022 | $379,903 | -27.1% | 14,060 | -32.1% | 0.14% | -32.4% |
| Q3 2022 | $521,000 | -4.8% | 20,701 | 0.0% | 0.20% | +2.0% |
| Q2 2022 | $547,000 | -32.9% | 20,701 | -19.9% | 0.20% | -23.1% |
| Q1 2022 | $815,000 | -4.5% | 25,851 | +0.0% | 0.26% | -6.5% |
| Q4 2021 | $853,000 | +9.5% | 25,844 | +0.1% | 0.28% | +1.1% |
| Q3 2021 | $779,000 | +32.3% | 25,831 | +32.6% | 0.28% | +26.1% |
| Q2 2021 | $589,000 | +7.3% | 19,482 | 0.0% | 0.22% | +9.0% |
| Q1 2021 | $549,000 | – | 19,482 | – | 0.20% | – |
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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% |