DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 33 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,802 | +8.8% | 995,042 | +12.6% | 0.06% | +10.7% |
| Q2 2023 | $27,387 | +17.3% | 883,745 | +8.9% | 0.06% | +14.3% |
| Q1 2023 | $23,345 | +46.6% | 811,442 | +37.7% | 0.05% | +28.9% |
| Q4 2022 | $15,924 | -99.9% | 589,349 | -9.1% | 0.04% | -9.5% |
| Q3 2022 | $16,308,000 | -34.3% | 648,432 | -31.0% | 0.04% | -35.4% |
| Q2 2022 | $24,837,000 | +9.4% | 939,742 | +30.5% | 0.06% | +25.0% |
| Q1 2022 | $22,699,000 | +32.5% | 720,171 | +38.8% | 0.05% | +33.3% |
| Q4 2021 | $17,128,000 | +24.4% | 519,031 | +13.6% | 0.04% | +11.4% |
| Q3 2021 | $13,769,000 | +20.5% | 456,856 | +20.8% | 0.04% | +20.7% |
| Q2 2021 | $11,426,000 | +25.6% | 378,219 | +17.1% | 0.03% | +11.5% |
| Q1 2021 | $9,099,000 | +127.8% | 322,922 | +112.5% | 0.03% | +116.7% |
| Q4 2020 | $3,994,000 | – | 151,936 | – | 0.01% | – |
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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% |