DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 187 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $365,415 | +106746.5% | 9,747 | +4.1% | 0.15% | -1.3% |
| Q1 2024 | $342 | +11.0% | 9,367 | +1.1% | 0.15% | -1.9% |
| Q4 2023 | $308 | +10.8% | 9,267 | 0.0% | 0.15% | +0.7% |
| Q3 2023 | $278 | -29.8% | 9,267 | -27.4% | 0.15% | -28.5% |
| Q2 2023 | $396 | +7.9% | 12,767 | 0.0% | 0.21% | +1.9% |
| Q1 2023 | $367 | +7.0% | 12,767 | +0.5% | 0.21% | -0.5% |
| Q4 2022 | $343 | -99.9% | 12,705 | +2.0% | 0.21% | -3.7% |
| Q3 2022 | $313,000 | +7.2% | 12,455 | +12.8% | 0.22% | +7.4% |
| Q2 2022 | $292,000 | -15.4% | 11,040 | +0.9% | 0.20% | -1.9% |
| Q1 2022 | $345,000 | +60.5% | 10,940 | +68.2% | 0.21% | +57.6% |
| Q4 2021 | $215,000 | – | 6,505 | – | 0.13% | – |
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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% |