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 | $12,059,566 | +5.4% | 321,674 | +2.8% | 0.95% | +4.7% |
| Q1 2024 | $11,437,615 | +16.3% | 313,016 | +5.8% | 0.91% | +8.6% |
| Q4 2023 | $9,832,641 | +11.8% | 295,719 | +0.7% | 0.84% | +0.7% |
| Q3 2023 | $8,795,075 | +4.3% | 293,659 | +8.0% | 0.83% | +9.5% |
| Q2 2023 | $8,428,577 | +24.0% | 271,977 | +15.2% | 0.76% | +18.3% |
| Q1 2023 | $6,794,736 | +14.2% | 236,174 | +7.3% | 0.64% | +10.1% |
| Q4 2022 | $5,947,324 | +1316.0% | 220,108 | +1217.1% | 0.58% | +1165.2% |
| Q3 2022 | $420,000 | +1212.5% | 16,711 | +1272.0% | 0.05% | +1433.3% |
| Q2 2022 | $32,000 | – | 1,218 | – | 0.00% | – |
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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% |