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 | $29,177,290 | +1.9% | 974,200 | +5.4% | 12.60% | +2.7% |
| Q2 2023 | $28,645,452 | +30.7% | 924,345 | +21.3% | 12.26% | +13.5% |
| Q1 2023 | $21,919,029 | +24.3% | 761,871 | +16.7% | 10.80% | +9.7% |
| Q4 2022 | $17,636,062 | +27.1% | 652,704 | +18.3% | 9.85% | +7.7% |
| Q3 2022 | $13,879,000 | +4.7% | 551,838 | +10.1% | 9.14% | +2.7% |
| Q2 2022 | $13,252,000 | +2.6% | 501,392 | +22.4% | 8.91% | -11.5% |
| Q1 2022 | $12,910,000 | +41.2% | 409,594 | +47.8% | 10.07% | +75.3% |
| Q4 2021 | $9,143,000 | – | 277,064 | – | 5.74% | – |
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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% |