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 | $12,056,382 | +17.8% | 402,551 | +21.9% | 0.18% | +12.5% |
| Q2 2023 | $10,232,503 | +29.1% | 330,187 | +19.8% | 0.16% | +8.1% |
| Q1 2023 | $7,928,527 | +27.1% | 275,583 | +15.5% | 0.15% | -2.6% |
| Q4 2022 | $6,235,612 | +43.2% | 238,520 | +37.8% | 0.15% | +11.8% |
| Q3 2022 | $4,355,000 | +3.7% | 173,149 | +9.0% | 0.14% | +7.1% |
| Q2 2022 | $4,199,000 | +3.1% | 158,878 | +23.0% | 0.13% | -4.5% |
| Q1 2022 | $4,071,000 | +62.8% | 129,170 | +70.4% | 0.13% | +64.2% |
| Q4 2021 | $2,501,000 | +67.4% | 75,794 | +52.9% | 0.08% | +50.0% |
| Q3 2021 | $1,494,000 | +66.9% | 49,575 | +67.3% | 0.05% | +50.0% |
| Q2 2021 | $895,000 | – | 29,626 | – | 0.04% | – |
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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% |