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 | $15,054,055 | +9.2% | 401,549 | +6.4% | 1.43% | -11.0% |
| Q1 2024 | $13,790,402 | +61.2% | 377,406 | +46.7% | 1.61% | +15.4% |
| Q4 2023 | $8,552,915 | +59.9% | 257,231 | +44.0% | 1.40% | +32.4% |
| Q3 2023 | $5,350,318 | +3.3% | 178,642 | +6.9% | 1.05% | +2.1% |
| Q2 2023 | $5,179,179 | +6.8% | 167,124 | -0.9% | 1.03% | -2.1% |
| Q1 2023 | $4,850,819 | +34.4% | 168,607 | +26.2% | 1.05% | +26.5% |
| Q4 2022 | $3,608,657 | +81.0% | 133,555 | +68.4% | 0.83% | +62.4% |
| Q3 2022 | $1,994,000 | +62.5% | 79,289 | +70.8% | 0.51% | +64.4% |
| Q2 2022 | $1,227,000 | +28.3% | 46,426 | +53.1% | 0.31% | +35.1% |
| Q1 2022 | $956,000 | +2.6% | 30,327 | +7.4% | 0.23% | +19.1% |
| Q4 2021 | $932,000 | +22.8% | 28,244 | +12.1% | 0.19% | +7.8% |
| Q3 2021 | $759,000 | +6.6% | 25,191 | +6.9% | 0.18% | -26.2% |
| Q2 2021 | $712,000 | +118.4% | 23,560 | +103.7% | 0.24% | +105.0% |
| Q1 2021 | $326,000 | – | 11,565 | – | 0.12% | – |
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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% |