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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,188,791 | +8.7% | 336,505 | -2.1% | 0.73% | +3.6% |
| Q3 2023 | $10,289,862 | -10.3% | 343,568 | -7.1% | 0.70% | -6.9% |
| Q2 2023 | $11,466,176 | +5.0% | 369,996 | -2.5% | 0.76% | +2.3% |
| Q1 2023 | $10,917,035 | +6.4% | 379,459 | -0.1% | 0.74% | +1.7% |
| Q4 2022 | $10,258,494 | +25.9% | 379,663 | +17.2% | 0.73% | +20.4% |
| Q3 2022 | $8,150,000 | -9.6% | 324,045 | -5.0% | 0.60% | -8.6% |
| Q2 2022 | $9,019,000 | +36.9% | 341,240 | +63.3% | 0.66% | +48.6% |
| Q1 2022 | $6,586,000 | -4.2% | 208,951 | +0.3% | 0.44% | -19.1% |
| Q4 2021 | $6,876,000 | +12.3% | 208,376 | +2.6% | 0.55% | +2.6% |
| Q3 2021 | $6,123,000 | +1.8% | 203,144 | +2.1% | 0.54% | +0.2% |
| Q2 2021 | $6,012,000 | +123.4% | 198,996 | +108.4% | 0.53% | +99.3% |
| Q1 2021 | $2,691,000 | – | 95,492 | – | 0.27% | – |
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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% |