DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,009,288 | -3.4% | 200,644 | 0.0% | 0.27% | -8.5% |
Q2 2023 | $6,217,958 | +2.5% | 200,644 | -4.8% | 0.30% | +5.0% |
Q1 2023 | $6,064,141 | +13.4% | 210,780 | +6.5% | 0.28% | +13.3% |
Q4 2022 | $5,349,176 | +56.7% | 197,971 | +45.9% | 0.25% | +43.4% |
Q3 2022 | $3,413,000 | +6.7% | 135,716 | +12.1% | 0.17% | +23.6% |
Q2 2022 | $3,199,000 | -2.4% | 121,029 | +16.5% | 0.14% | +16.7% |
Q1 2022 | $3,276,000 | +8.2% | 103,921 | +13.3% | 0.12% | 0.0% |
Q4 2021 | $3,027,000 | +41.6% | 91,716 | +29.3% | 0.12% | +29.0% |
Q3 2021 | $2,138,000 | – | 70,940 | – | 0.09% | – |
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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% |