DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 116 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $813,083 | -3.4% | 27,148 | 0.0% | 0.49% | -9.0% |
| Q2 2023 | $841,317 | +7.7% | 27,148 | 0.0% | 0.53% | -1.3% |
| Q1 2023 | $781,048 | +32.7% | 27,148 | +24.7% | 0.54% | +27.0% |
| Q4 2022 | $588,361 | +119.5% | 21,775 | +104.3% | 0.43% | +52.1% |
| Q3 2022 | $268,000 | +10.3% | 10,659 | +16.0% | 0.28% | -9.7% |
| Q2 2022 | $243,000 | -13.5% | 9,187 | +3.2% | 0.31% | +5.8% |
| Q1 2022 | $281,000 | -4.4% | 8,900 | 0.0% | 0.29% | -6.7% |
| Q4 2021 | $294,000 | +9.7% | 8,900 | 0.0% | 0.31% | -30.1% |
| Q3 2021 | $268,000 | -0.4% | 8,900 | 0.0% | 0.45% | +9.8% |
| Q2 2021 | $269,000 | +7.2% | 8,900 | 0.0% | 0.41% | -8.1% |
| Q1 2021 | $251,000 | – | 8,900 | – | 0.44% | – |
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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% |