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 | $133,614 | -16.9% | 3,564 | -26.3% | 0.00% | – |
| Q4 2023 | $160,830 | -21.9% | 4,837 | -29.7% | 0.00% | -100.0% |
| Q3 2023 | $206,026 | +41.4% | 6,879 | +10.1% | 0.00% | 0.0% |
| Q2 2023 | $145,688 | +72.8% | 6,250 | +113.2% | 0.00% | – |
| Q1 2023 | $84,325 | +91.7% | 2,931 | +80.0% | 0.00% | – |
| Q4 2022 | $43,989 | +12.8% | 1,628 | +4.5% | 0.00% | – |
| Q3 2022 | $39,000 | -93.8% | 1,558 | -91.8% | 0.00% | -100.0% |
| Q4 2021 | $626,000 | – | 18,971 | – | 0.01% | – |
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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% |