DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 213 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $882,207 | -5.0% | 29,456 | -1.7% | 0.69% | -2.4% |
| Q2 2023 | $928,894 | +5.5% | 29,974 | -2.1% | 0.71% | -0.1% |
| Q1 2023 | $880,506 | +6.8% | 30,605 | +0.3% | 0.71% | -3.3% |
| Q4 2022 | $824,650 | +3.1% | 30,520 | -4.0% | 0.74% | -9.8% |
| Q3 2022 | $800,000 | +13.5% | 31,804 | +19.3% | 0.82% | +21.6% |
| Q2 2022 | $705,000 | -9.8% | 26,668 | +7.4% | 0.67% | -5.8% |
| Q1 2022 | $782,000 | -7.3% | 24,822 | -2.9% | 0.71% | -4.6% |
| Q4 2021 | $844,000 | – | 25,571 | – | 0.74% | – |
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% |