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 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 | 3,369,490 | $126,322,172 | 42.43% |
| Kooman & Associates | 2,553,907 | $95,745,973 | 38.50% |
| Blankinship & Foster, LLC | 2,768,033 | $103,773,546 | 26.74% |
| Two West Capital Advisors LLC | 705,277 | $26,440,829 | 25.24% |
| Essential Planning, LLC. | 1,224,668 | $45,912,787 | 20.20% |
| Spinnaker Investment Group, LLC | 1,915,048 | $71,795,149 | 19.78% |
| Valued Wealth Advisors LLC | 766,221 | $28,725,631 | 19.72% |
| Pioneer Wealth Management Group | 988,871 | $37,072,755 | 19.69% |
| Arista Wealth Management, LLC | 1,852,970 | $69,467,844 | 18.28% |
| Spectrum Investment Advisors, Inc. | 587,125 | $22,011,301 | 16.11% |