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 | $5,653,786 | -0.5% | 188,440 | +2.9% | 3.82% | +2.1% |
| Q2 2023 | $5,683,301 | +167.1% | 183,213 | -94.4% | 3.74% | +115.6% |
| Q1 2023 | $2,128,073 | -58.3% | 3,266,072 | +1623.7% | 1.74% | -45.3% |
| Q4 2022 | $5,101,846 | -17.5% | 189,477 | -22.4% | 3.17% | -22.2% |
| Q3 2022 | $6,185,000 | -9.6% | 244,322 | -5.4% | 4.08% | +3.6% |
| Q2 2022 | $6,845,000 | -16.5% | 258,342 | +0.1% | 3.94% | -3.2% |
| Q1 2022 | $8,194,000 | +9.8% | 258,187 | +14.3% | 4.07% | +8.3% |
| Q4 2021 | $7,466,000 | +73.8% | 225,930 | +59.1% | 3.76% | +52.8% |
| Q3 2021 | $4,295,000 | +25.4% | 141,995 | +25.6% | 2.46% | +15.2% |
| Q2 2021 | $3,425,000 | +23.2% | 113,010 | +17.3% | 2.13% | +28.0% |
| Q1 2021 | $2,779,000 | +146.1% | 96,330 | +129.8% | 1.67% | +94.1% |
| Q4 2020 | $1,129,000 | – | 41,910 | – | 0.86% | – |
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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% |