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 | $69,467,844 | +202.6% | 1,852,970 | +194.9% | 18.28% | +4.2% |
| Q1 2024 | $22,960,052 | -58.6% | 628,354 | -62.4% | 17.54% | -13.7% |
| Q4 2023 | $55,498,659 | +6.4% | 1,669,133 | -4.1% | 20.32% | -0.5% |
| Q3 2023 | $52,151,762 | +6.9% | 1,741,294 | +10.6% | 20.42% | +0.7% |
| Q2 2023 | $48,790,332 | +245.8% | 1,574,390 | +221.0% | 20.28% | +163.4% |
| Q1 2023 | $14,111,179 | +324.6% | 490,482 | +297.3% | 7.70% | +266.9% |
| Q4 2022 | $3,323,236 | – | 123,445 | – | 2.10% | – |
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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% |