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 2024 | $582,824 | -9.5% | 15,546 | -11.8% | 0.35% | -8.8% |
| Q1 2024 | $643,695 | +33.3% | 17,616 | +21.3% | 0.39% | +3.2% |
| Q4 2023 | $482,728 | -8.9% | 14,518 | -17.9% | 0.38% | -6.2% |
| Q3 2023 | $529,910 | +17.8% | 17,693 | +21.9% | 0.40% | 0.0% |
| Q2 2023 | $449,918 | -27.3% | 14,518 | -32.5% | 0.40% | -30.9% |
| Q1 2023 | $619,077 | +6.5% | 21,518 | 0.0% | 0.58% | +13.3% |
| Q4 2022 | $581,421 | +7.5% | 21,518 | 0.0% | 0.51% | -15.5% |
| Q3 2022 | $541,000 | -4.9% | 21,518 | 0.0% | 0.61% | -1.5% |
| Q2 2022 | $569,000 | -23.0% | 21,518 | -8.2% | 0.62% | -23.3% |
| Q1 2022 | $739,000 | -4.9% | 23,448 | -0.4% | 0.80% | +4.6% |
| Q4 2021 | $777,000 | – | 23,549 | – | 0.77% | – |
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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% |