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 | $16,158 | +2.6% | 431 | 0.0% | 0.00% | – |
| Q1 2024 | $15,749 | +9.9% | 431 | 0.0% | 0.00% | – |
| Q4 2023 | $14,331 | +8.0% | 431 | -2.7% | 0.00% | – |
| Q3 2023 | $13,265 | -3.3% | 443 | 0.0% | 0.00% | – |
| Q2 2023 | $13,724 | +10.7% | 443 | +2.8% | 0.00% | – |
| Q1 2023 | $12,400 | +6.5% | 431 | 0.0% | 0.00% | – |
| Q4 2022 | $11,646 | +5.9% | 431 | 0.0% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 431 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -21.4% | 431 | 0.0% | 0.00% | – |
| Q1 2022 | $14,000 | 0.0% | 431 | 0.0% | 0.00% | – |
| Q4 2021 | $14,000 | +7.7% | 431 | 0.0% | 0.00% | – |
| Q3 2021 | $13,000 | 0.0% | 431 | 0.0% | 0.00% | – |
| Q2 2021 | $13,000 | -99.9% | 431 | -50.0% | 0.00% | – |
| Q1 2021 | $24,292,000 | – | 862 | – | 0.00% | – |
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% |