DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 294 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,166,552 | -19.4% | 38,950 | -16.6% | 0.00% | – |
| Q2 2023 | $1,447,109 | -83.4% | 46,696 | -84.6% | 0.00% | -100.0% |
| Q1 2023 | $8,718,173 | +196.4% | 303,030 | +178.4% | 0.00% | +300.0% |
| Q4 2022 | $2,940,965 | -37.3% | 108,844 | -38.7% | 0.00% | -50.0% |
| Q2 2022 | $4,690,000 | +1192.0% | 177,461 | +1439.1% | 0.00% | – |
| Q1 2022 | $363,000 | -59.1% | 11,530 | -57.1% | 0.00% | – |
| Q4 2021 | $887,000 | -19.4% | 26,891 | -26.2% | 0.00% | – |
| Q2 2021 | $1,101,000 | +90.8% | 36,431 | +78.1% | 0.00% | – |
| Q1 2021 | $577,000 | -27.6% | 20,459 | -32.5% | 0.00% | – |
| Q4 2020 | $797,000 | – | 30,312 | – | 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% |