DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 116 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,816,501 | -0.3% | 194,207 | +3.2% | 2.04% | -4.7% |
| Q2 2023 | $5,832,815 | +88.0% | 188,216 | +74.5% | 2.14% | +78.6% |
| Q1 2023 | $3,102,580 | +23.0% | 107,841 | +15.5% | 1.20% | +13.8% |
| Q4 2022 | $2,523,138 | +16.1% | 93,380 | +8.0% | 1.05% | -0.7% |
| Q3 2022 | $2,174,000 | +72.0% | 86,459 | +82.3% | 1.06% | +74.1% |
| Q2 2022 | $1,264,000 | +14.5% | 47,428 | +35.4% | 0.61% | +26.3% |
| Q1 2022 | $1,104,000 | +55.3% | 35,026 | +62.7% | 0.48% | +50.2% |
| Q4 2021 | $711,000 | +114.2% | 21,534 | +95.3% | 0.32% | +95.7% |
| Q3 2021 | $332,000 | +38.3% | 11,024 | +38.6% | 0.16% | +34.4% |
| Q2 2021 | $240,000 | – | 7,952 | – | 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% |