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 | $7,652,673 | +9.9% | 204,126 | +7.1% | 2.79% | +6.6% |
| Q1 2024 | $6,966,331 | +2.5% | 190,649 | -6.7% | 2.62% | -5.7% |
| Q4 2023 | $6,797,575 | +4.7% | 204,438 | -5.7% | 2.78% | -6.7% |
| Q3 2023 | $6,493,850 | -1.8% | 216,823 | +1.6% | 2.98% | -1.8% |
| Q2 2023 | $6,613,099 | +96.0% | 213,395 | +70.9% | 3.03% | +81.4% |
| Q4 2022 | $3,373,369 | – | 124,847 | – | 1.67% | – |
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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% |