DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 299 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,923,583 | +2.6% | 77,983 | 0.0% | 1.22% | +6.9% |
| Q1 2024 | $2,849,499 | +9.9% | 77,983 | 0.0% | 1.15% | +5.4% |
| Q4 2023 | $2,592,935 | +11.0% | 77,983 | 0.0% | 1.09% | -1.1% |
| Q3 2023 | $2,335,591 | -3.4% | 77,983 | 0.0% | 1.10% | -0.5% |
| Q2 2023 | $2,416,693 | +7.7% | 77,983 | 0.0% | 1.10% | +1.8% |
| Q1 2023 | $2,243,571 | +6.5% | 77,983 | 0.0% | 1.08% | +2.1% |
| Q4 2022 | $2,107,101 | – | 77,983 | – | 1.06% | – |
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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% |