DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 365 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $95,745,973 | +3.5% | 2,553,907 | +0.9% | 38.50% | -0.1% |
| Q1 2024 | $92,499,110 | +10.7% | 2,531,448 | +0.7% | 38.55% | +3.1% |
| Q4 2023 | $83,553,360 | +15.5% | 2,512,883 | +4.0% | 37.38% | +2.1% |
| Q3 2023 | $72,370,761 | +19.5% | 2,416,386 | +23.6% | 36.62% | +22.1% |
| Q2 2023 | $60,576,525 | +16.1% | 1,954,712 | +7.8% | 30.00% | +6.3% |
| Q1 2023 | $52,176,783 | +472.1% | 1,813,583 | +437.3% | 28.22% | +214.0% |
| Q4 2022 | $9,120,385 | – | 337,542 | – | 8.99% | – |
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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% |