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 2023 | $27,209 | +7.7% | 878 | 0.0% | 0.02% | +36.4% |
| Q1 2023 | $25,260 | +33.7% | 878 | +25.6% | 0.01% | +22.2% |
| Q4 2022 | $18,887 | +4.9% | 699 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $18,000 | 0.0% | 699 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $18,000 | -59.1% | 699 | -50.0% | 0.01% | -11.1% |
| Q1 2022 | $44,000 | +91.3% | 1,398 | +100.0% | 0.01% | -10.0% |
| Q4 2021 | $23,000 | +666.7% | 699 | +712.8% | 0.01% | +900.0% |
| Q3 2021 | $3,000 | 0.0% | 86 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $3,000 | – | 86 | – | 0.00% | – |
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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% |