DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,550,192 | -0.6% | 385,649 | +2.9% | 3.91% | +2.2% |
| Q2 2023 | $11,614,073 | +21.6% | 374,768 | +12.9% | 3.83% | +10.7% |
| Q1 2023 | $9,548,771 | +18.4% | 331,900 | +11.2% | 3.46% | +9.2% |
| Q4 2022 | $8,065,285 | +48.1% | 298,493 | +37.9% | 3.16% | +31.1% |
| Q3 2022 | $5,444,000 | -3.6% | 216,478 | +1.3% | 2.41% | +6.5% |
| Q2 2022 | $5,646,000 | -9.3% | 213,627 | +8.1% | 2.27% | +7.8% |
| Q1 2022 | $6,228,000 | +0.4% | 197,588 | +5.1% | 2.10% | +0.1% |
| Q4 2021 | $6,204,000 | +25.4% | 188,004 | +14.5% | 2.10% | +16.1% |
| Q3 2021 | $4,949,000 | +6.0% | 164,212 | +6.3% | 1.81% | +6.8% |
| Q2 2021 | $4,667,000 | +42.7% | 154,500 | +33.1% | 1.70% | +25.6% |
| Q1 2021 | $3,271,000 | +1208.4% | 116,058 | +1120.4% | 1.35% | +1025.0% |
| Q4 2020 | $250,000 | – | 9,510 | – | 0.12% | – |
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% |