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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,880,847 | -1.8% | 1,899,194 | +1.6% | 11.84% | -0.4% |
| Q2 2023 | $57,912,471 | +11.0% | 1,868,747 | +3.0% | 11.89% | +4.6% |
| Q1 2023 | $52,195,256 | +7.3% | 1,814,225 | +0.8% | 11.36% | +1.0% |
| Q4 2022 | $48,645,740 | +11.5% | 1,800,360 | +3.7% | 11.25% | +3.0% |
| Q3 2022 | $43,646,000 | -35.4% | 1,735,410 | -32.1% | 10.92% | -31.9% |
| Q2 2022 | $67,575,000 | -15.0% | 2,556,761 | +1.4% | 16.04% | -4.0% |
| Q1 2022 | $79,467,000 | -2.0% | 2,521,155 | +2.6% | 16.72% | +2.9% |
| Q4 2021 | $81,124,000 | +9.4% | 2,458,318 | -0.1% | 16.25% | +1.3% |
| Q3 2021 | $74,144,000 | +0.0% | 2,459,995 | +0.3% | 16.04% | -7.3% |
| Q2 2021 | $74,115,000 | +7.4% | 2,453,319 | +0.2% | 17.30% | -16.5% |
| Q1 2021 | $68,983,000 | – | 2,447,932 | – | 20.72% | – |
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% |