DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,242,088 | -3.7% | 108,250 | -0.4% | 0.04% | -2.8% |
| Q2 2023 | $3,367,064 | +10.9% | 108,650 | +2.9% | 0.04% | +5.9% |
| Q1 2023 | $3,036,674 | +7.2% | 105,550 | +0.7% | 0.03% | +3.0% |
| Q4 2022 | $2,833,047 | +14.0% | 104,850 | +6.1% | 0.03% | 0.0% |
| Q3 2022 | $2,486,000 | -7.8% | 98,850 | -3.0% | 0.03% | -2.9% |
| Q2 2022 | $2,695,000 | +17.3% | 101,950 | +39.8% | 0.03% | +36.0% |
| Q1 2022 | $2,298,000 | +9.5% | 72,900 | +14.6% | 0.02% | +13.6% |
| Q4 2021 | $2,099,000 | +11.8% | 63,620 | +2.1% | 0.02% | 0.0% |
| Q3 2021 | $1,878,000 | +9.4% | 62,300 | +9.7% | 0.02% | +10.0% |
| Q2 2021 | $1,716,000 | – | 56,800 | – | 0.02% | – |
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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% |