DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 226 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $175 | -3.3% | 5,845 | 0.0% | 0.06% | -3.4% |
| Q2 2023 | $181 | +7.7% | 5,845 | 0.0% | 0.06% | +3.6% |
| Q1 2023 | $168 | +7.0% | 5,845 | 0.0% | 0.06% | -28.2% |
| Q4 2022 | $157 | -100.0% | 5,845 | -75.9% | 0.08% | -82.7% |
| Q3 2022 | $611,000 | +44.8% | 24,295 | +52.0% | 0.45% | +28.8% |
| Q2 2022 | $422,000 | – | 15,980 | – | 0.35% | – |
Download | ||||||
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% |