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 | $37,999,978 | +12.3% | 1,013,603 | +9.5% | 0.07% | +5.7% |
| Q1 2024 | $33,838,473 | +30.5% | 926,066 | +18.8% | 0.07% | +14.8% |
| Q4 2023 | $25,923,622 | +23.0% | 779,657 | +10.8% | 0.06% | +7.0% |
| Q3 2023 | $21,082,700 | +11.9% | 703,944 | +15.8% | 0.06% | +14.0% |
| Q2 2023 | $18,841,750 | +154543.4% | 608,014 | +43.6% | 0.05% | +42.9% |
| Q1 2023 | $12,184 | +39.0% | 423,493 | +30.6% | 0.04% | +25.0% |
| Q4 2022 | $8,764 | -99.9% | 324,349 | +25.4% | 0.03% | +7.7% |
| Q3 2022 | $6,505,000 | +36.0% | 258,628 | +42.9% | 0.03% | +30.0% |
| Q2 2022 | $4,783,000 | +67.5% | 180,931 | +99.7% | 0.02% | +81.8% |
| Q1 2022 | $2,855,000 | – | 90,590 | – | 0.01% | – |
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% |