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 | $1,038,098 | -14.0% | 27,690 | -16.1% | 0.03% | -19.5% |
| Q1 2024 | $1,206,394 | +46.0% | 33,016 | +30.5% | 0.04% | +32.3% |
| Q4 2023 | $826,456 | +71.5% | 25,305 | +57.3% | 0.03% | +34.8% |
| Q3 2023 | $481,881 | +22.9% | 16,090 | +27.2% | 0.02% | +15.0% |
| Q2 2023 | $392,028 | +26.7% | 12,650 | +17.6% | 0.02% | +11.1% |
| Q1 2023 | $309,392 | +12.1% | 10,754 | +5.3% | 0.02% | -5.3% |
| Q4 2022 | $275,939 | -70.9% | 10,212 | -71.5% | 0.02% | -74.0% |
| Q2 2022 | $948,000 | -10.6% | 35,882 | +6.7% | 0.07% | -1.4% |
| Q1 2022 | $1,060,000 | +1.7% | 33,624 | +6.5% | 0.07% | 0.0% |
| Q4 2021 | $1,042,000 | +27.2% | 31,569 | +16.2% | 0.07% | +19.4% |
| Q3 2021 | $819,000 | +15.5% | 27,173 | +15.7% | 0.06% | +10.7% |
| Q2 2021 | $709,000 | +63.4% | 23,482 | +52.4% | 0.06% | +40.0% |
| Q1 2021 | $434,000 | – | 15,408 | – | 0.04% | – |
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% |