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 | $1,199,138 | +0.6% | 40,038 | +4.1% | 0.01% | 0.0% |
| Q2 2023 | $1,191,844 | +31.5% | 38,459 | +22.1% | 0.01% | +20.0% |
| Q1 2023 | $906,496 | +31.7% | 31,508 | +23.7% | 0.01% | +66.7% |
| Q4 2022 | $688,064 | -99.9% | 25,465 | -64.6% | 0.01% | -40.0% |
| Q3 2022 | $904,904,000 | +34280.9% | 71,914 | -27.8% | 0.01% | -63.0% |
| Q2 2022 | $2,632,000 | +1196.6% | 99,588 | +1444.7% | 0.03% | +1250.0% |
| Q1 2022 | $203,000 | -62.1% | 6,447 | -63.7% | 0.00% | -60.0% |
| Q3 2021 | $536,000 | +36.4% | 17,770 | +36.6% | 0.01% | +25.0% |
| Q2 2021 | $393,000 | +95.5% | 13,012 | +82.2% | 0.00% | +33.3% |
| Q1 2021 | $201,000 | -75.6% | 7,140 | -77.3% | 0.00% | -70.0% |
| Q4 2020 | $824,000 | – | 31,472 | – | 0.01% | – |
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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% |