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 | $2,862,999 | +6.8% | 76,367 | -5.3% | 0.00% | 0.0% |
| Q4 2023 | $2,681,779 | +129.9% | 80,655 | +107.1% | 0.00% | – |
| Q3 2023 | $1,166,552 | -19.4% | 38,950 | -16.6% | 0.00% | – |
| Q2 2023 | $1,447,109 | -83.4% | 46,696 | -84.6% | 0.00% | -100.0% |
| Q1 2023 | $8,718,173 | +196.4% | 303,030 | +178.4% | 0.00% | +300.0% |
| Q4 2022 | $2,940,965 | -37.3% | 108,844 | -38.7% | 0.00% | -50.0% |
| Q2 2022 | $4,690,000 | +1192.0% | 177,461 | +1439.1% | 0.00% | – |
| Q1 2022 | $363,000 | -59.1% | 11,530 | -57.1% | 0.00% | – |
| Q4 2021 | $887,000 | -19.4% | 26,891 | -26.2% | 0.00% | – |
| Q2 2021 | $1,101,000 | +90.8% | 36,431 | +78.1% | 0.00% | – |
| Q1 2021 | $577,000 | -27.6% | 20,459 | -32.5% | 0.00% | – |
| Q4 2020 | $797,000 | – | 30,312 | – | 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% |