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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,350,318 | +3.3% | 178,642 | +6.9% | 1.05% | +2.1% |
| Q2 2023 | $5,179,179 | +6.8% | 167,124 | -0.9% | 1.03% | -2.1% |
| Q1 2023 | $4,850,819 | +34.4% | 168,607 | +26.2% | 1.05% | +26.5% |
| Q4 2022 | $3,608,657 | +81.0% | 133,555 | +68.4% | 0.83% | +62.4% |
| Q3 2022 | $1,994,000 | +62.5% | 79,289 | +70.8% | 0.51% | +64.4% |
| Q2 2022 | $1,227,000 | +28.3% | 46,426 | +53.1% | 0.31% | +35.1% |
| Q1 2022 | $956,000 | +2.6% | 30,327 | +7.4% | 0.23% | +19.1% |
| Q4 2021 | $932,000 | +22.8% | 28,244 | +12.1% | 0.19% | +7.8% |
| Q3 2021 | $759,000 | +6.6% | 25,191 | +6.9% | 0.18% | -26.2% |
| Q2 2021 | $712,000 | +118.4% | 23,560 | +103.7% | 0.24% | +105.0% |
| Q1 2021 | $326,000 | – | 11,565 | – | 0.12% | – |
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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% |