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 | $2,859,873 | +12.1% | 74,554 | +6.7% | 0.47% | +1.5% |
| Q1 2024 | $2,552,233 | +18.6% | 69,848 | +7.2% | 0.46% | +6.5% |
| Q4 2023 | $2,152,805 | +16.9% | 65,177 | +6.0% | 0.43% | +4.1% |
| Q3 2023 | $1,841,275 | -2.5% | 61,478 | +1.0% | 0.41% | -0.2% |
| Q2 2023 | $1,888,512 | +15.5% | 60,880 | +7.2% | 0.42% | +9.2% |
| Q1 2023 | $1,634,421 | +11.2% | 56,810 | +11.0% | 0.38% | +9.8% |
| Q4 2022 | $1,469,771 | +127.9% | 51,158 | +99.4% | 0.35% | +94.4% |
| Q3 2022 | $645,000 | +204.2% | 25,650 | +222.5% | 0.18% | +229.6% |
| Q2 2022 | $212,000 | – | 7,954 | – | 0.05% | – |
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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% |