DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 213 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,132,201 | -11.3% | 171,359 | -8.2% | 0.01% | -10.0% |
| Q2 2023 | $5,783,416 | -10.4% | 186,622 | -16.8% | 0.01% | -16.7% |
| Q1 2023 | $6,453,676 | +8.2% | 224,320 | +1.6% | 0.01% | 0.0% |
| Q4 2022 | $5,966,870 | +50.9% | 220,829 | +40.5% | 0.01% | +33.3% |
| Q3 2022 | $3,953,000 | -69.6% | 157,173 | -68.0% | 0.01% | -67.9% |
| Q2 2022 | $12,988,000 | +40.2% | 491,412 | +67.1% | 0.03% | +64.7% |
| Q1 2022 | $9,267,000 | +1923.4% | 294,005 | +2017.7% | 0.02% | +1600.0% |
| Q4 2021 | $458,000 | +33.5% | 13,883 | +21.9% | 0.00% | 0.0% |
| Q3 2021 | $343,000 | +64.1% | 11,391 | +65.0% | 0.00% | – |
| Q2 2021 | $209,000 | -56.1% | 6,903 | -59.2% | 0.00% | -100.0% |
| Q1 2021 | $476,000 | – | 16,899 | – | 0.00% | – |
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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% |