DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 33 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,100,866 | +38.4% | 337,258 | +43.2% | 3.64% | +39.5% |
| Q2 2023 | $7,299,394 | +24.7% | 235,540 | +15.8% | 2.61% | +20.0% |
| Q1 2023 | $5,852,990 | +16.1% | 203,441 | +9.0% | 2.18% | +6.6% |
| Q4 2022 | $5,041,848 | +23.3% | 186,597 | +14.8% | 2.04% | +14.5% |
| Q3 2022 | $4,089,000 | -62.9% | 162,604 | -61.0% | 1.78% | -62.3% |
| Q2 2022 | $11,025,000 | -34.7% | 417,124 | -22.2% | 4.73% | -54.6% |
| Q1 2022 | $16,890,000 | +33.5% | 535,859 | +39.8% | 10.40% | +94.6% |
| Q4 2021 | $12,649,000 | +22.8% | 383,307 | +12.1% | 5.34% | +8.9% |
| Q3 2021 | $10,302,000 | +15.2% | 341,808 | +15.5% | 4.91% | +0.8% |
| Q2 2021 | $8,940,000 | +45.0% | 295,920 | +35.2% | 4.87% | -3.3% |
| Q1 2021 | $6,166,000 | +286.8% | 218,821 | +260.8% | 5.03% | +174.6% |
| Q4 2020 | $1,594,000 | – | 60,652 | – | 1.83% | – |
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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% |