DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 226 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $30,015,510 | +30.5% | 800,627 | +27.1% | 0.30% | +13.6% |
| Q1 2024 | $23,008,484 | +33.7% | 629,680 | +21.7% | 0.26% | +18.9% |
| Q4 2023 | $17,207,787 | +42.7% | 517,528 | +28.6% | 0.22% | +23.3% |
| Q3 2023 | $12,056,382 | +17.8% | 402,551 | +21.9% | 0.18% | +12.5% |
| Q2 2023 | $10,232,503 | +29.1% | 330,187 | +19.8% | 0.16% | +8.1% |
| Q1 2023 | $7,928,527 | +27.1% | 275,583 | +15.5% | 0.15% | -2.6% |
| Q4 2022 | $6,235,612 | +43.2% | 238,520 | +37.8% | 0.15% | +11.8% |
| Q3 2022 | $4,355,000 | +3.7% | 173,149 | +9.0% | 0.14% | +7.1% |
| Q2 2022 | $4,199,000 | +3.1% | 158,878 | +23.0% | 0.13% | -4.5% |
| Q1 2022 | $4,071,000 | +62.8% | 129,170 | +70.4% | 0.13% | +64.2% |
| Q4 2021 | $2,501,000 | +67.4% | 75,794 | +52.9% | 0.08% | +50.0% |
| Q3 2021 | $1,494,000 | +66.9% | 49,575 | +67.3% | 0.05% | +50.0% |
| Q2 2021 | $895,000 | – | 29,626 | – | 0.04% | – |
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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% |