DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,222,131 | +6.5% | 38,984 | +5.3% | 1.04% | +23.0% |
| Q2 2023 | $1,147,073 | -18.6% | 37,014 | -15.5% | 0.84% | -27.7% |
| Q1 2023 | $1,409,671 | -54.8% | 43,798 | -62.0% | 1.17% | -56.0% |
| Q4 2022 | $3,117,690 | -0.0% | 115,384 | -7.0% | 2.65% | -5.5% |
| Q3 2022 | $3,119,000 | -17.3% | 124,008 | -13.1% | 2.81% | -14.1% |
| Q2 2022 | $3,771,000 | -36.0% | 142,695 | -23.5% | 3.27% | -24.5% |
| Q1 2022 | $5,888,000 | -7.9% | 186,573 | -3.6% | 4.33% | -13.2% |
| Q4 2021 | $6,396,000 | – | 193,636 | – | 4.98% | – |
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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% |