DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 215 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $71,795,149 | +7.0% | 1,915,048 | +4.3% | 19.78% | +5.0% |
| Q1 2024 | $67,071,075 | +17.7% | 1,835,552 | +7.1% | 18.84% | +9.0% |
| Q4 2023 | $56,961,832 | +39.4% | 1,713,138 | +25.6% | 17.29% | +25.9% |
| Q3 2023 | $40,853,826 | +1.1% | 1,364,068 | +5.2% | 13.73% | +3.2% |
| Q2 2023 | $40,394,741 | +12.5% | 1,296,766 | +3.9% | 13.30% | +5.4% |
| Q1 2023 | $35,907,399 | +15.2% | 1,248,084 | +8.2% | 12.63% | +13.9% |
| Q4 2022 | $31,174,526 | +19.1% | 1,153,757 | +11.0% | 11.09% | +8.2% |
| Q3 2022 | $26,167,000 | +16.4% | 1,039,811 | +22.3% | 10.24% | +11.9% |
| Q2 2022 | $22,478,000 | +10.2% | 850,480 | +34.3% | 9.16% | +38.0% |
| Q1 2022 | $20,395,000 | +34.4% | 633,389 | +31.2% | 6.64% | +24.6% |
| Q4 2021 | $15,180,000 | – | 482,801 | – | 5.33% | – |
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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% |