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 | $26,668,949 | +3.5% | 711,361 | +0.9% | 0.70% | -6.0% |
| Q1 2024 | $25,771,990 | +29.5% | 705,308 | +17.8% | 0.74% | -22.0% |
| Q4 2023 | $19,903,506 | +10.6% | 598,601 | -0.4% | 0.96% | +9.5% |
| Q3 2023 | $17,992,952 | +16.4% | 600,766 | +20.4% | 0.87% | +1.4% |
| Q2 2023 | $15,459,244 | +6.3% | 498,846 | -1.3% | 0.86% | -8.5% |
| Q1 2023 | $14,537,716 | +50.9% | 505,308 | +41.8% | 0.94% | +26.0% |
| Q4 2022 | $9,630,966 | -3.9% | 356,438 | -10.6% | 0.75% | +26.0% |
| Q3 2022 | $10,025,000 | +7.9% | 398,608 | +13.4% | 0.59% | -24.4% |
| Q2 2022 | $9,292,000 | +89.1% | 351,571 | +125.5% | 0.78% | +60.1% |
| Q1 2022 | $4,914,000 | +489.9% | 155,904 | +511.7% | 0.49% | +181.0% |
| Q4 2021 | $833,000 | – | 25,488 | – | 0.17% | – |
Download | ||||||
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% |