DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 226 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $788 | +0.8% | 21,016 | -1.8% | 0.06% | -51.1% |
| Q1 2024 | $782 | +9.8% | 21,400 | 0.0% | 0.13% | +2.3% |
| Q4 2023 | $712 | +11.1% | 21,400 | 0.0% | 0.13% | +25.5% |
| Q3 2023 | $641 | -3.3% | 21,400 | 0.0% | 0.10% | +20.0% |
| Q2 2023 | $663 | +5.7% | 21,400 | -1.8% | 0.08% | -25.4% |
| Q1 2023 | $627 | -23.5% | 21,784 | -28.2% | 0.11% | -38.7% |
| Q4 2022 | $820 | -99.9% | 30,331 | -96.1% | 0.19% | +3.9% |
| Q3 2022 | $780,000 | -18.7% | 780,185 | +2049.1% | 0.18% | +21.8% |
| Q2 2022 | $959,000 | +6750.0% | 36,303 | -91.5% | 0.15% | +141.0% |
| Q1 2022 | $14,000 | – | 426,150 | – | 0.06% | – |
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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% |