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 | $9,271,563 | -5.5% | 316,868 | +2.1% | 0.50% | -2.0% |
| Q2 2023 | $9,806,408 | +11.8% | 310,428 | +2.3% | 0.51% | -0.4% |
| Q1 2023 | $8,770,491 | +12.9% | 303,477 | +15.3% | 0.51% | +7.6% |
| Q4 2022 | $7,766,682 | +8.9% | 263,188 | -0.5% | 0.48% | -6.5% |
| Q3 2022 | $7,133,000 | +3.0% | 264,576 | +10.2% | 0.51% | +1.6% |
| Q2 2022 | $6,926,000 | +12.7% | 240,169 | +7.6% | 0.50% | +6.8% |
| Q1 2022 | $6,145,000 | -5.8% | 223,145 | +5.0% | 0.47% | +1.5% |
| Q4 2021 | $6,522,000 | -2.2% | 212,434 | +3.8% | 0.46% | -1.1% |
| Q3 2021 | $6,667,000 | -44.2% | 204,586 | -47.2% | 0.47% | +5.2% |
| Q2 2021 | $11,948,000 | +112.2% | 387,552 | +104.1% | 0.44% | -4.5% |
| Q1 2021 | $5,630,000 | +22.8% | 189,882 | +12.6% | 0.46% | +6.9% |
| Q4 2020 | $4,583,000 | – | 168,604 | – | 0.44% | – |
Download | ||||||
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% |