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 | $850,483 | +13.9% | 23,275 | +3.6% | 0.53% | +4.0% |
| Q4 2023 | $747,000 | +16.1% | 22,466 | +4.6% | 0.51% | +4.3% |
| Q3 2023 | $643,311 | +576.2% | 21,479 | +599.6% | 0.48% | +538.2% |
| Q2 2023 | $95,140 | +8.1% | 3,070 | +0.3% | 0.08% | +2.7% |
| Q1 2023 | $88,025 | – | 3,060 | – | 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% |