Arista Wealth Management, LLC - DIMENSIONAL ETF TRUST ownership

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
Arista Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$52,151,762
+6.9%
1,741,294
+10.6%
20.42%
+0.7%
Q2 2023$48,790,332
+245.8%
1,574,390
+221.0%
20.28%
+163.4%
Q1 2023$14,111,179
+324.6%
490,482
+297.3%
7.70%
+266.9%
Q4 2022$3,323,236123,4452.10%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 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