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 | $1,162,184 | +4.7% | 31,496 | +3.6% | 0.76% | +4.9% |
| Q1 2024 | $1,110,360 | +8.4% | 30,388 | -1.4% | 0.73% | +2.1% |
| Q4 2023 | $1,024,293 | +16.1% | 30,806 | +4.6% | 0.71% | +3.0% |
| Q3 2023 | $882,207 | -5.0% | 29,456 | -1.7% | 0.69% | -2.4% |
| Q2 2023 | $928,894 | +5.5% | 29,974 | -2.1% | 0.71% | -0.1% |
| Q1 2023 | $880,506 | +6.8% | 30,605 | +0.3% | 0.71% | -3.3% |
| Q4 2022 | $824,650 | +3.1% | 30,520 | -4.0% | 0.74% | -9.8% |
| Q3 2022 | $800,000 | +13.5% | 31,804 | +19.3% | 0.82% | +21.6% |
| Q2 2022 | $705,000 | -9.8% | 26,668 | +7.4% | 0.67% | -5.8% |
| Q1 2022 | $782,000 | -7.3% | 24,822 | -2.9% | 0.71% | -4.6% |
| Q4 2021 | $844,000 | – | 25,571 | – | 0.74% | – |
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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% |