DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 215 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,252,662 | +16.8% | 60,087 | +13.9% | 0.40% | +16.7% |
| Q1 2024 | $1,928,326 | +85.2% | 52,773 | +68.5% | 0.34% | +74.5% |
| Q4 2023 | $1,041,357 | +23.6% | 31,319 | +11.3% | 0.20% | +8.9% |
| Q3 2023 | $842,764 | -1.7% | 28,139 | +1.7% | 0.18% | +3.4% |
| Q2 2023 | $857,308 | +5.4% | 27,664 | -8.1% | 0.17% | +4.2% |
| Q1 2023 | $813,735 | +0.0% | 30,116 | 0.0% | 0.17% | 0.0% |
| Q4 2022 | $813,734 | +40.5% | 30,116 | +30.8% | 0.17% | +21.0% |
| Q3 2022 | $579,000 | -0.2% | 23,024 | +4.8% | 0.14% | +4.5% |
| Q2 2022 | $580,000 | -75.3% | 21,959 | -70.5% | 0.13% | -74.4% |
| Q1 2022 | $2,347,000 | +14.4% | 74,476 | +19.9% | 0.52% | +14.7% |
| Q4 2021 | $2,051,000 | +19.2% | 62,141 | +8.9% | 0.45% | +16.3% |
| Q3 2021 | $1,720,000 | +11.5% | 57,057 | +11.7% | 0.39% | +8.7% |
| Q2 2021 | $1,543,000 | – | 51,076 | – | 0.36% | – |
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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% |