DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 226 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $235,254 | -10.1% | 6,128 | -14.4% | 0.03% | -13.5% |
| Q1 2024 | $261,736 | -5.8% | 7,163 | -14.3% | 0.04% | -9.8% |
| Q4 2023 | $277,837 | -31.2% | 8,356 | -38.1% | 0.04% | -38.8% |
| Q3 2023 | $404,055 | -18.7% | 13,491 | -15.9% | 0.07% | -25.6% |
| Q2 2023 | $496,894 | -9.6% | 16,034 | -16.0% | 0.09% | -16.7% |
| Q1 2023 | $549,449 | +6.0% | 19,098 | -0.5% | 0.11% | -13.6% |
| Q4 2022 | $518,541 | -25.1% | 19,191 | -30.3% | 0.12% | -37.2% |
| Q3 2022 | $692,455 | -9.8% | 27,533 | -5.2% | 0.20% | -7.0% |
| Q2 2022 | $767,818 | -28.8% | 29,051 | -15.0% | 0.21% | -39.4% |
| Q1 2022 | $1,077,797 | +24.3% | 34,194 | +30.1% | 0.35% | -30.4% |
| Q4 2021 | $867,037 | +12.0% | 26,274 | +2.3% | 0.51% | +1.4% |
| Q3 2021 | $773,859 | +45.4% | 25,675 | +45.7% | 0.50% | +13.6% |
| Q2 2021 | $532,398 | – | 17,623 | – | 0.44% | – |
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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% |