IEQ CAPITAL, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 277 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$1,558,400
+100.5%
52,033
+107.4%
0.03%
+100.0%
Q2 2023$777,378
+21.5%
25,085
+12.8%
0.02%
+6.7%
Q1 2023$640,077
+27.4%
22,248
+19.6%
0.02%
+7.1%
Q4 2022$502,59718,6010.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
Aquire Wealth Advisors, LLC 3,071,645$91,995,75638.36%
Kooman & Associates 2,416,386$72,370,76136.62%
Blankinship & Foster, LLC 2,665,027$79,817,54926.39%
Arista Wealth Management, LLC 1,741,294$52,151,76220.42%
Essential Planning, LLC. 1,176,301$35,289,83019.55%
Financial Connections Group, Inc. 460,406$13,78917.01%
Spinnaker Investment Group, LLC 1,364,068$40,853,82613.73%
BCM ADVISORS, LLC 1,458,357$44,217,38413.10%
Envision Financial Planning, LLC 429,490$12,863,23112.74%
FirstPurpose Wealth LLC 974,200$29,177,29012.60%
View complete list of DIMENSIONAL ETF TRUST shareholders