DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $8,353,333 | +11.7% | 251,228 | +0.6% | 4.36% | -2.0% |
Q3 2023 | $7,476,480 | +15.0% | 249,632 | +18.9% | 4.45% | -2.1% |
Q2 2023 | $6,503,957 | +3.2% | 209,873 | -4.2% | 4.54% | -4.9% |
Q1 2023 | $6,301,107 | +13.5% | 219,017 | +6.6% | 4.77% | +3.8% |
Q4 2022 | $5,553,929 | +47.4% | 205,549 | +37.2% | 4.60% | +32.2% |
Q3 2022 | $3,768,000 | +28.4% | 149,804 | +34.9% | 3.48% | +29.2% |
Q2 2022 | $2,935,000 | – | 111,085 | – | 2.69% | – |
Download |
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% |