DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 372 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $5,198 | -37.5% | 142,254 | -47.1% | 0.21% | 0.0% |
| Q2 2023 | $8,312 | +123.3% | 268,713 | +107.6% | 0.21% | +12.5% |
| Q1 2023 | $3,723 | +10.9% | 129,414 | +4.1% | 0.18% | -0.5% |
| Q4 2022 | $3,358 | -99.9% | 124,263 | -1.9% | 0.18% | -3.1% |
| Q3 2022 | $3,186,000 | -17.5% | 126,669 | -13.3% | 0.19% | -8.6% |
| Q2 2022 | $3,863,000 | -19.7% | 146,158 | -4.2% | 0.21% | -16.1% |
| Q1 2022 | $4,808,000 | -4.6% | 152,544 | -0.1% | 0.25% | 0.0% |
| Q4 2021 | $5,039,000 | +2.9% | 152,707 | -6.0% | 0.25% | -13.5% |
| Q3 2021 | $4,899,000 | +2.1% | 162,532 | +2.3% | 0.29% | -2.7% |
| Q2 2021 | $4,799,000 | +8.9% | 158,840 | +1.5% | 0.30% | -11.4% |
| Q1 2021 | $4,408,000 | +435.0% | 156,440 | +398.9% | 0.33% | +391.2% |
| Q4 2020 | $824,000 | – | 31,356 | – | 0.07% | – |
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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% |