DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 187 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,552,797 | -17.2% | 118,624 | -20.5% | 1.45% | -15.4% |
| Q2 2023 | $4,291,538 | 0.0% | 149,167 | 0.0% | 1.72% | +0.1% |
| Q1 2023 | $4,291,538 | -33.4% | 149,167 | -37.5% | 1.72% | -41.1% |
| Q4 2022 | $6,443,716 | -9.6% | 238,479 | -15.9% | 2.91% | -11.1% |
| Q3 2022 | $7,131,000 | -8.2% | 283,544 | -3.5% | 3.28% | -14.7% |
| Q2 2022 | $7,764,000 | -14.7% | 293,758 | +1.7% | 3.84% | -0.9% |
| Q1 2022 | $9,107,000 | -10.1% | 288,919 | -5.9% | 3.88% | -14.4% |
| Q4 2021 | $10,130,000 | +18.0% | 306,955 | +7.8% | 4.53% | +17.5% |
| Q3 2021 | $8,583,000 | +11.1% | 284,776 | +11.4% | 3.86% | +9.2% |
| Q2 2021 | $7,726,000 | +37.7% | 255,728 | +28.5% | 3.53% | +2.4% |
| Q1 2021 | $5,609,000 | +722.4% | 199,051 | +667.5% | 3.45% | +664.3% |
| Q4 2020 | $682,000 | – | 25,935 | – | 0.45% | – |
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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% |