DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
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% |
Meridian Wealth Partners, LLC | 1,899,194 | $56,880,847 | 11.84% |
Pioneer Wealth Management Group | 508,595 | $15,232,426 | 11.60% |
Sterling Financial Group, Inc. | 600,864 | $17,995,871 | 11.30% |
Shira Ridge Wealth Management | 541,991 | $16,232,634 | 10.66% |
WPWealth LLP | 858,676 | $25,717,332 | 9.84% |
ACT Advisors, LLC. | 499,575 | $14,962,257 | 9.26% |
Alpha Financial Advisors, LLC | 471,773 | $14,129,598 | 8.95% |
Kure Advisory, LLC | 479,074 | $14,348,259 | 8.13% |
Highland Financial Advisors, LLC | 522,949 | $15,662 | 8.11% |
TCP Asset Management, LLC | 629,113 | $18,841,934 | 8.06% |
External links
This page lists DIMENSIONAL ETF TRUST's shareholders in Q3 2023. To view DIMENSIONAL ETF TRUST's shareholder history, click here.