DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 318 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $898,117 | +2.6% | 23,956 | 0.0% | 0.21% | -19.2% |
| Q1 2024 | $875,359 | +9.9% | 23,956 | 0.0% | 0.26% | -13.0% |
| Q4 2023 | $796,543 | +2.5% | 23,956 | -7.7% | 0.30% | -27.4% |
| Q3 2023 | $777,142 | -10.1% | 25,948 | -7.0% | 0.41% | -20.0% |
| Q2 2023 | $864,558 | +2.2% | 27,898 | -5.2% | 0.52% | -14.7% |
| Q1 2023 | $846,326 | – | 29,417 | – | 0.60% | – |
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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% |