DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 365 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,083,000 | +0.0% | 215,597 | -2.5% | 0.00% | 0.0% |
Q1 2024 | $8,079,000 | +11.8% | 221,089 | +1.7% | 0.00% | 0.0% |
Q4 2023 | $7,229,000 | -22.6% | 217,377 | -30.3% | 0.00% | -33.3% |
Q3 2023 | $9,335,000 | -7.2% | 311,704 | -4.0% | 0.00% | 0.0% |
Q2 2023 | $10,064,000 | -3.3% | 324,819 | -10.2% | 0.00% | 0.0% |
Q1 2023 | $10,410,000 | +3.0% | 361,833 | -3.3% | 0.00% | 0.0% |
Q4 2022 | $10,108,000 | +3.4% | 374,119 | -3.8% | 0.00% | 0.0% |
Q3 2022 | $9,779,000 | -11.4% | 388,859 | -6.9% | 0.00% | 0.0% |
Q2 2022 | $11,043,000 | +30.7% | 417,838 | +55.9% | 0.00% | +50.0% |
Q1 2022 | $8,447,000 | +54.4% | 267,960 | +61.6% | 0.00% | +100.0% |
Q4 2021 | $5,472,000 | +33.3% | 165,818 | +21.8% | 0.00% | 0.0% |
Q3 2021 | $4,104,000 | +5.2% | 136,161 | +5.5% | 0.00% | 0.0% |
Q2 2021 | $3,901,000 | +27.2% | 129,100 | +18.6% | 0.00% | 0.0% |
Q1 2021 | $3,068,000 | +336.4% | 108,887 | +307.2% | 0.00% | – |
Q4 2020 | $703,000 | – | 26,743 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Aquire Wealth Advisors, LLC | 3,369,490 | $126,322,172 | 42.43% |
Kooman & Associates | 2,553,907 | $95,745,973 | 38.50% |
Blankinship & Foster, LLC | 2,768,033 | $103,773,546 | 26.74% |
Two West Capital Advisors LLC | 705,277 | $26,440,829 | 25.24% |
Essential Planning, LLC. | 1,224,668 | $45,912,787 | 20.20% |
Spinnaker Investment Group, LLC | 1,915,048 | $71,795,149 | 19.78% |
Valued Wealth Advisors LLC | 766,221 | $28,725,631 | 19.72% |
Pioneer Wealth Management Group | 988,871 | $37,072,755 | 19.69% |
Arista Wealth Management, LLC | 1,852,970 | $69,467,844 | 18.28% |
Spectrum Investment Advisors, Inc. | 587,125 | $22,011,301 | 16.11% |