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 | $16,851,054 | +7.4% | 562,640 | +11.2% | 5.60% | +8.1% |
| Q2 2023 | $15,684,634 | +11.0% | 506,119 | +3.1% | 5.18% | +0.6% |
| Q1 2023 | $14,128,476 | +24.3% | 491,084 | +16.7% | 5.15% | +9.3% |
| Q4 2022 | $11,370,221 | +34.7% | 420,808 | +25.4% | 4.71% | +11.6% |
| Q3 2022 | $8,442,000 | +7.6% | 335,670 | +13.1% | 4.22% | +15.4% |
| Q2 2022 | $7,843,000 | +52.1% | 296,763 | +81.4% | 3.66% | +49.1% |
| Q1 2022 | $5,156,000 | +188.7% | 163,575 | +202.2% | 2.45% | +148.7% |
| Q4 2021 | $1,786,000 | – | 54,120 | – | 0.99% | – |
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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% |