DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 318 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $668,334 | +2.6% | 17,827 | 0.0% | 0.45% | +0.9% |
| Q1 2024 | $651,399 | +9.6% | 17,827 | -0.3% | 0.44% | +0.5% |
| Q4 2023 | $594,310 | +10.2% | 17,874 | -0.8% | 0.44% | +7.6% |
| Q3 2023 | $539,459 | -5.6% | 18,012 | -2.3% | 0.41% | -1.9% |
| Q2 2023 | $571,177 | +7.7% | 18,431 | 0.0% | 0.42% | +4.0% |
| Q1 2023 | $530,260 | +6.1% | 18,431 | -0.3% | 0.40% | +2.0% |
| Q4 2022 | $499,735 | -21.8% | 18,495 | -27.2% | 0.39% | -25.7% |
| Q3 2022 | $639,000 | -5.5% | 25,406 | -0.7% | 0.53% | -0.9% |
| Q2 2022 | $676,000 | -22.2% | 25,585 | -7.3% | 0.54% | -6.0% |
| Q1 2022 | $869,000 | +46.3% | 27,585 | +53.1% | 0.57% | +55.9% |
| Q4 2021 | $594,000 | +11.9% | 18,015 | +2.2% | 0.36% | +3.4% |
| Q3 2021 | $531,000 | -0.2% | 17,625 | 0.0% | 0.35% | +1.1% |
| Q2 2021 | $532,000 | +590.9% | 17,625 | +544.2% | 0.35% | +523.2% |
| Q1 2021 | $77,000 | +6.9% | 2,736 | 0.0% | 0.06% | -5.1% |
| Q4 2020 | $72,000 | – | 2,736 | – | 0.06% | – |
Download | ||||||
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% |