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 | $72,802 | +2.7% | 1,942 | +0.1% | 0.01% | 0.0% |
| Q1 2024 | $70,905 | +10.0% | 1,940 | +0.1% | 0.01% | 0.0% |
| Q4 2023 | $64,483 | -66.6% | 1,939 | -69.9% | 0.01% | -66.7% |
| Q3 2023 | $193,154 | -3.3% | 6,449 | +0.0% | 0.02% | -5.3% |
| Q2 2023 | $199,805 | -66.6% | 6,447 | -69.0% | 0.02% | -67.2% |
| Q1 2023 | $598,965 | +6.6% | 20,819 | +0.1% | 0.06% | +1.8% |
| Q4 2022 | $562,112 | +6.7% | 20,804 | -0.8% | 0.06% | -1.7% |
| Q3 2022 | $527,000 | -4.7% | 20,966 | +0.3% | 0.06% | -3.3% |
| Q2 2022 | $553,000 | -14.3% | 20,905 | +2.1% | 0.06% | -1.6% |
| Q1 2022 | $645,000 | – | 20,469 | – | 0.06% | – |
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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% |