DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 365 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,158,953 | +5.0% | 110,935 | +2.3% | 0.04% | +2.8% |
| Q1 2024 | $3,962,763 | +7.9% | 108,450 | -1.8% | 0.04% | 0.0% |
| Q4 2023 | $3,672,463 | +13.3% | 110,450 | +2.0% | 0.04% | +2.9% |
| Q3 2023 | $3,242,088 | -3.7% | 108,250 | -0.4% | 0.04% | -2.8% |
| Q2 2023 | $3,367,064 | +10.9% | 108,650 | +2.9% | 0.04% | +5.9% |
| Q1 2023 | $3,036,674 | +7.2% | 105,550 | +0.7% | 0.03% | +3.0% |
| Q4 2022 | $2,833,047 | +14.0% | 104,850 | +6.1% | 0.03% | 0.0% |
| Q3 2022 | $2,486,000 | -7.8% | 98,850 | -3.0% | 0.03% | -2.9% |
| Q2 2022 | $2,695,000 | +17.3% | 101,950 | +39.8% | 0.03% | +36.0% |
| Q1 2022 | $2,298,000 | +9.5% | 72,900 | +14.6% | 0.02% | +13.6% |
| Q4 2021 | $2,099,000 | +11.8% | 63,620 | +2.1% | 0.02% | 0.0% |
| Q3 2021 | $1,878,000 | +9.4% | 62,300 | +9.7% | 0.02% | +10.0% |
| Q2 2021 | $1,716,000 | – | 56,800 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution LLC | 2,920,668 | $76,782,000 | 50.49% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 705,854 | $18,556,000 | 5.66% |
| WealthStone, Inc. | 296,076 | $7,784,000 | 2.76% |
| FIRETHORN WEALTH PARTNERS, LLC | 65,221 | $1,715,000 | 1.85% |
| PBMares Wealth Management LLC | 60,652 | $1,594,000 | 1.83% |
| COWA, LLC | 41,910 | $1,129,000 | 0.86% |
| Auxano Advisors, LLC | 25,935 | $682,000 | 0.45% |
| Chicago Partners Investment Group LLC | 168,604 | $4,583,000 | 0.44% |
| CVA Family Office, LLC | 18,901 | $497,000 | 0.30% |
| Adams Chetwood Wealth Management LLC | 13,724 | $361,000 | 0.30% |