DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 96 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,037,608 | +12.0% | 151,507 | +0.9% | 0.70% | +15.4% |
| Q3 2023 | $4,497,292 | -4.3% | 150,160 | -1.0% | 0.60% | -10.2% |
| Q2 2023 | $4,701,028 | -1.7% | 151,695 | -8.7% | 0.67% | -10.6% |
| Q1 2023 | $4,781,632 | +96.1% | 166,202 | +84.2% | 0.75% | +75.8% |
| Q4 2022 | $2,438,447 | +13.4% | 90,246 | +5.5% | 0.43% | -20.4% |
| Q3 2022 | $2,151,000 | +22.1% | 85,511 | +28.3% | 0.54% | +8.7% |
| Q2 2022 | $1,761,000 | -15.4% | 66,635 | +0.9% | 0.50% | -4.4% |
| Q1 2022 | $2,082,000 | -18.0% | 66,062 | -14.1% | 0.52% | -21.5% |
| Q4 2021 | $2,539,000 | +44.2% | 76,949 | +31.7% | 0.66% | +15.0% |
| Q3 2021 | $1,761,000 | +20.2% | 58,428 | +20.5% | 0.58% | +24.2% |
| Q2 2021 | $1,465,000 | +48.0% | 48,498 | +38.0% | 0.46% | +30.1% |
| Q1 2021 | $990,000 | – | 35,146 | – | 0.36% | – |
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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% |