DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 318 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $41,018 | +9.6% | 1,094,099 | +6.8% | 0.11% | +6.0% |
| Q1 2024 | $37,434 | -10.3% | 1,024,476 | -18.4% | 0.10% | -16.7% |
| Q4 2023 | $41,752 | +30.1% | 1,255,713 | +17.2% | 0.12% | +17.6% |
| Q3 2023 | $32,096 | +28.7% | 1,071,665 | +33.2% | 0.10% | +32.5% |
| Q2 2023 | $24,934 | +66.2% | 804,568 | +54.3% | 0.08% | +57.1% |
| Q1 2023 | $14,998 | +42.3% | 521,300 | +33.6% | 0.05% | +36.1% |
| Q4 2022 | $10,543 | -99.9% | 390,191 | -2.4% | 0.04% | -5.3% |
| Q3 2022 | $10,562,000 | 0.0% | 399,625 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $10,562,000 | +1.0% | 399,625 | +20.4% | 0.04% | +15.2% |
| Q1 2022 | $10,460,000 | +172.0% | 331,844 | +184.8% | 0.03% | +175.0% |
| Q4 2021 | $3,846,000 | +12.8% | 116,535 | +3.0% | 0.01% | +9.1% |
| Q3 2021 | $3,410,000 | – | 113,155 | – | 0.01% | – |
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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% |