DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 224 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,396,900 | -23.9% | 146,808 | -21.2% | 0.80% | -21.7% |
| Q2 2023 | $5,774,677 | +6.6% | 186,340 | -1.0% | 1.02% | +6.8% |
| Q1 2023 | $5,416,356 | +2.4% | 188,264 | -3.8% | 0.95% | -4.7% |
| Q4 2022 | $5,289,138 | -9.4% | 195,749 | -15.7% | 1.00% | -22.6% |
| Q3 2022 | $5,841,000 | -11.3% | 232,231 | -6.8% | 1.29% | -8.5% |
| Q2 2022 | $6,588,000 | -21.1% | 249,244 | -5.9% | 1.41% | -9.8% |
| Q1 2022 | $8,350,000 | -6.2% | 264,921 | -1.8% | 1.56% | +6.8% |
| Q4 2021 | $8,898,000 | +9.4% | 269,640 | -0.0% | 1.46% | +1.4% |
| Q3 2021 | $8,130,000 | -2.8% | 269,729 | -2.6% | 1.44% | -3.0% |
| Q2 2021 | $8,368,000 | +2.4% | 277,002 | -4.5% | 1.49% | -5.0% |
| Q1 2021 | $8,170,000 | +992.2% | 289,919 | +918.8% | 1.57% | +904.5% |
| Q4 2020 | $748,000 | – | 28,457 | – | 0.16% | – |
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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% |