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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,181,873 | +9.8% | 31,525 | +7.0% | 0.17% | +6.3% |
| Q1 2024 | $1,076,359 | +11.8% | 29,457 | +1.7% | 0.16% | +7.5% |
| Q4 2023 | $962,654 | +6.6% | 28,952 | -4.0% | 0.15% | -8.1% |
| Q3 2023 | $903,233 | -1.4% | 30,158 | +2.0% | 0.16% | -0.6% |
| Q2 2023 | $916,158 | +12.3% | 29,563 | +4.2% | 0.16% | +7.3% |
| Q1 2023 | $815,860 | +11.8% | 28,358 | +5.0% | 0.15% | +1.4% |
| Q4 2022 | $729,513 | +29.8% | 26,999 | +20.8% | 0.15% | +11.3% |
| Q3 2022 | $562,153 | -4.8% | 22,352 | 0.0% | 0.13% | +3.9% |
| Q2 2022 | $590,764 | – | 22,352 | – | 0.13% | – |
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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% |