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 | $18,246,324 | +0.5% | 486,698 | -2.0% | 0.48% | +1.3% |
| Q1 2024 | $18,154,568 | +23.2% | 496,841 | +12.1% | 0.48% | -0.4% |
| Q4 2023 | $14,738,281 | +13.8% | 443,257 | +2.5% | 0.48% | -0.8% |
| Q3 2023 | $12,955,620 | +9.9% | 432,575 | +13.7% | 0.48% | +8.5% |
| Q2 2023 | $11,785,357 | +25.1% | 380,295 | +16.1% | 0.44% | +12.7% |
| Q1 2023 | $9,421,769 | +28.8% | 327,486 | +20.9% | 0.40% | +12.9% |
| Q4 2022 | $7,316,798 | +10.8% | 270,792 | +3.1% | 0.35% | 0.0% |
| Q3 2022 | $6,606,000 | -5.7% | 262,672 | -0.8% | 0.35% | -4.9% |
| Q2 2022 | $7,002,000 | +4.2% | 264,912 | +24.2% | 0.37% | +18.3% |
| Q1 2022 | $6,720,000 | +237.5% | 213,209 | +253.4% | 0.31% | +245.6% |
| Q4 2021 | $1,991,000 | +72.1% | 60,327 | +57.1% | 0.09% | +52.5% |
| Q3 2021 | $1,157,000 | +400.9% | 38,399 | +402.4% | 0.06% | +391.7% |
| Q2 2021 | $231,000 | – | 7,643 | – | 0.01% | – |
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% |