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 | $20,278,952 | +0.4% | 540,916 | -2.2% | 9.76% | +2.4% |
| Q1 2024 | $20,207,546 | +17.6% | 553,025 | +7.0% | 9.53% | +9.4% |
| Q4 2023 | $17,186,438 | +21.6% | 516,885 | +9.6% | 8.71% | -2.7% |
| Q3 2023 | $14,129,598 | +3.8% | 471,773 | +7.4% | 8.95% | +5.0% |
| Q2 2023 | $13,615,172 | +37.4% | 439,341 | +27.5% | 8.52% | +23.9% |
| Q1 2023 | $9,911,416 | +36.3% | 344,505 | +28.0% | 6.88% | +8.9% |
| Q4 2022 | $7,274,367 | – | 269,222 | – | 6.32% | – |
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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% |