DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 294 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,314 | +31.8% | 15,870 | +36.4% | 0.02% | +38.5% |
| Q2 2023 | $360,568 | +9.2% | 11,635 | +1.4% | 0.01% | 0.0% |
| Q1 2023 | $330,159 | +144074.2% | 11,476 | +35.3% | 0.01% | 0.0% |
| Q4 2022 | $229 | -99.7% | 8,484 | +201.9% | 0.01% | +225.0% |
| Q3 2022 | $71,000 | +373.3% | 2,810 | +410.9% | 0.00% | +300.0% |
| Q2 2022 | $15,000 | -11.8% | 550 | 0.0% | 0.00% | – |
| Q1 2022 | $17,000 | -5.6% | 550 | 0.0% | 0.00% | – |
| Q4 2021 | $18,000 | +5.9% | 550 | 0.0% | 0.00% | – |
| Q3 2021 | $17,000 | – | 550 | – | 0.00% | – |
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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% |