DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 367 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,821,635 | +4.2% | 155,285 | +1.6% | 1.19% | +5.4% |
| Q1 2024 | $5,584,810 | +14.4% | 152,841 | +4.1% | 1.13% | +6.2% |
| Q4 2023 | $4,880,169 | +9.5% | 146,772 | -1.4% | 1.06% | +1.5% |
| Q3 2023 | $4,458,237 | -3.3% | 148,856 | +0.0% | 1.05% | -3.1% |
| Q2 2023 | $4,611,002 | +7.7% | 148,790 | 0.0% | 1.08% | -2.6% |
| Q1 2023 | $4,280,688 | +9.0% | 148,790 | +2.3% | 1.11% | +9.6% |
| Q4 2022 | $3,928,384 | +7.2% | 145,388 | -0.2% | 1.01% | +1.8% |
| Q3 2022 | $3,665,000 | +28.1% | 145,707 | +34.6% | 1.00% | +34.4% |
| Q2 2022 | $2,861,000 | +951.8% | 108,234 | +1152.1% | 0.74% | +1076.2% |
| Q1 2022 | $272,000 | – | 8,644 | – | 0.06% | – |
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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% |