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 | $3,927,492 | +7.0% | 104,761 | +4.3% | 2.08% | +8.1% |
| Q1 2024 | $3,669,208 | +15.8% | 100,416 | +5.4% | 1.92% | +29.2% |
| Q4 2023 | $3,168,958 | +19.2% | 95,307 | +7.4% | 1.49% | -5.3% |
| Q3 2023 | $2,658,991 | -23.7% | 88,781 | -21.1% | 1.57% | -28.1% |
| Q2 2023 | $3,486,468 | -28.3% | 112,503 | -33.4% | 2.19% | -34.9% |
| Q1 2023 | $4,859,195 | +12.3% | 168,898 | +5.5% | 3.36% | -4.5% |
| Q4 2022 | $4,326,064 | – | 160,106 | – | 3.52% | – |
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% |