DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 224 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,003,829 | -3.7% | 33,517 | -0.4% | 0.08% | -1.2% |
| Q2 2023 | $1,042,676 | +12.6% | 33,646 | +4.5% | 0.08% | +8.1% |
| Q1 2023 | $926,115 | +23.7% | 32,190 | +16.2% | 0.07% | +17.5% |
| Q4 2022 | $748,644 | +12.9% | 27,707 | +5.1% | 0.06% | +5.0% |
| Q3 2022 | $663,000 | -6.5% | 26,356 | -1.7% | 0.06% | -6.2% |
| Q2 2022 | $709,000 | +2.2% | 26,811 | +21.8% | 0.06% | +23.1% |
| Q1 2022 | $694,000 | +5.2% | 22,014 | +10.0% | 0.05% | +10.6% |
| Q4 2021 | $660,000 | +11.3% | 20,014 | +1.6% | 0.05% | +2.2% |
| Q3 2021 | $593,000 | +15.6% | 19,690 | +15.9% | 0.05% | +17.9% |
| Q2 2021 | $513,000 | +23.3% | 16,987 | +15.0% | 0.04% | +14.7% |
| Q1 2021 | $416,000 | – | 14,772 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,369,139 | $101,546,000 | 46.74% |
| Keudell/Morrison Wealth Management | 1,457,954 | $43,943,000 | 18.84% |
| Meridian Wealth Partners, LLC | 2,459,995 | $74,144,000 | 16.04% |
| Syverson Strege & Co | 295,548 | $8,908,000 | 7.10% |
| Adams Chetwood Wealth Management LLC | 284,698 | $8,581,000 | 6.21% |
| PBMares Wealth Management LLC | 341,808 | $10,302,000 | 4.91% |
| Auxano Advisors, LLC | 284,776 | $8,583,000 | 3.86% |
| Mattern Wealth Management LLC | 268,926 | $8,105,000 | 2.72% |
| COWA, LLC | 141,995 | $4,295,000 | 2.46% |
| Parsec Financial Management, Inc. | 1,475,488 | $48,470,000 | 2.06% |