DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 116 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,787,923 | -22.8% | 127,712 | -24.8% | 1.55% | -24.0% |
| Q1 2024 | $6,202,008 | -74.6% | 169,732 | -76.9% | 2.04% | -66.6% |
| Q4 2023 | $24,429,617 | +20.0% | 734,725 | +8.1% | 6.12% | +4.1% |
| Q3 2023 | $20,362,184 | -0.1% | 679,873 | +3.3% | 5.88% | +1.2% |
| Q2 2023 | $20,391,539 | +17.8% | 658,004 | +9.4% | 5.81% | +10.6% |
| Q1 2023 | $17,307,604 | +26.3% | 601,585 | +18.6% | 5.25% | +18.3% |
| Q4 2022 | $13,701,023 | +34.7% | 507,070 | +25.4% | 4.44% | +18.9% |
| Q3 2022 | $10,173,000 | +32.9% | 404,481 | +39.7% | 3.73% | +34.4% |
| Q2 2022 | $7,653,000 | +48.4% | 289,576 | +76.9% | 2.78% | +65.7% |
| Q1 2022 | $5,158,000 | +44.3% | 163,657 | +51.1% | 1.68% | +50.9% |
| Q4 2021 | $3,575,000 | +133.8% | 108,336 | +113.6% | 1.11% | +118.7% |
| Q3 2021 | $1,529,000 | +17.6% | 50,724 | +17.9% | 0.51% | +16.5% |
| Q2 2021 | $1,300,000 | +19.6% | 43,024 | +11.5% | 0.44% | +9.5% |
| Q1 2021 | $1,087,000 | +906.5% | 38,583 | +835.8% | 0.40% | +847.6% |
| Q4 2020 | $108,000 | – | 4,123 | – | 0.04% | – |
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% |