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 | $7,105,567 | +205.9% | 189,533 | +198.1% | 0.02% | +216.7% |
| Q1 2024 | $2,323,176 | -10.8% | 63,579 | -18.9% | 0.01% | -33.3% |
| Q4 2023 | $2,605,570 | +59.0% | 78,363 | +43.2% | 0.01% | +12.5% |
| Q3 2023 | $1,638,954 | +123.7% | 54,723 | +131.5% | 0.01% | +166.7% |
| Q2 2023 | $732,604 | -23.4% | 23,640 | -28.9% | 0.00% | +50.0% |
| Q1 2023 | $956,200 | +49.7% | 33,236 | +40.6% | 0.00% | -50.0% |
| Q4 2022 | $638,753 | – | 23,640 | – | 0.00% | – |
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% |