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 | $14,005,082 | +13.2% | 373,568 | +10.3% | 5.36% | +5.9% |
| Q1 2024 | $12,376,215 | +21.7% | 338,703 | +10.7% | 5.06% | +5.8% |
| Q4 2023 | $10,169,500 | +28.9% | 305,850 | +16.1% | 4.78% | +7.7% |
| Q3 2023 | $7,887,905 | +10.9% | 263,369 | +14.7% | 4.44% | +6.3% |
| Q2 2023 | $7,113,349 | +66.2% | 229,537 | +54.3% | 4.18% | +32.5% |
| Q1 2023 | $4,278,805 | +69.5% | 148,725 | +59.2% | 3.16% | +30.1% |
| Q4 2022 | $2,523,873 | – | 93,408 | – | 2.42% | – |
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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% |