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 2022 | $1,322,000 | +4.2% | 52,563 | +9.5% | 0.91% | +4.7% |
| Q2 2022 | $1,269,000 | -45.2% | 48,021 | -34.6% | 0.87% | +0.2% |
| Q1 2022 | $2,315,000 | +468.8% | 73,442 | +495.7% | 0.87% | +167.3% |
| Q4 2021 | $407,000 | +2.8% | 12,329 | -6.2% | 0.32% | -6.6% |
| Q3 2021 | $396,000 | +0.5% | 13,142 | +0.8% | 0.35% | -8.2% |
| Q2 2021 | $394,000 | +64.2% | 13,043 | +52.9% | 0.38% | +45.9% |
| Q1 2021 | $240,000 | – | 8,529 | – | 0.26% | – |
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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% |