FinDec Wealth Services, Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 314 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
FinDec Wealth Services, Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$9,261,541
-1.2%
309,233
+2.2%
6.69%
+2.0%
Q2 2023$9,377,012
+8.7%
302,582
+0.9%
6.56%
+0.6%
Q1 2023$8,624,198
-13.0%
299,764
-18.3%
6.52%
-20.4%
Q4 2022$9,914,474366,9318.19%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Aquire Wealth Advisors, LLC 3,071,645$91,995,75638.36%
Kooman & Associates 2,416,386$72,370,76136.62%
Blankinship & Foster, LLC 2,665,027$79,817,54926.39%
Arista Wealth Management, LLC 1,741,294$52,151,76220.42%
Essential Planning, LLC. 1,176,301$35,289,83019.55%
Financial Connections Group, Inc. 460,406$13,78917.01%
Spinnaker Investment Group, LLC 1,364,068$40,853,82613.73%
BCM ADVISORS, LLC 1,458,357$44,217,38413.10%
Envision Financial Planning, LLC 429,490$12,863,23112.74%
FirstPurpose Wealth LLC 974,200$29,177,29012.60%
View complete list of DIMENSIONAL ETF TRUST shareholders