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 | $2,318,457 | -1.9% | 61,842 | -4.4% | 0.65% | -4.6% |
| Q1 2024 | $2,364,211 | -4.6% | 64,702 | -13.2% | 0.68% | -14.9% |
| Q4 2023 | $2,478,455 | -1.3% | 74,540 | -11.1% | 0.80% | -11.7% |
| Q3 2023 | $2,510,589 | -7.8% | 83,826 | -4.6% | 0.90% | -2.6% |
| Q2 2023 | $2,724,021 | -2.9% | 87,900 | -9.9% | 0.93% | -7.7% |
| Q1 2023 | $2,806,398 | +6.3% | 97,546 | -0.1% | 1.01% | -1.8% |
| Q4 2022 | $2,639,368 | +5.4% | 97,682 | -1.9% | 1.02% | -3.1% |
| Q3 2022 | $2,504,000 | +0.4% | 99,551 | +5.5% | 1.06% | +6.1% |
| Q2 2022 | $2,494,000 | +100.6% | 94,378 | +139.3% | 1.00% | +95.9% |
| Q1 2022 | $1,243,000 | +54.6% | 39,445 | +61.8% | 0.51% | +72.0% |
| Q4 2021 | $804,000 | – | 24,375 | – | 0.30% | – |
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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% |