DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 314 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,096 | +28.7% | 1,071,665 | +33.2% | 0.10% | +32.5% |
| Q2 2023 | $24,934 | +66.2% | 804,568 | +54.3% | 0.08% | +57.1% |
| Q1 2023 | $14,998 | +42.3% | 521,300 | +33.6% | 0.05% | +36.1% |
| Q4 2022 | $10,543 | -99.9% | 390,191 | -2.4% | 0.04% | -5.3% |
| Q3 2022 | $10,562,000 | 0.0% | 399,625 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $10,562,000 | +1.0% | 399,625 | +20.4% | 0.04% | +15.2% |
| Q1 2022 | $10,460,000 | +172.0% | 331,844 | +184.8% | 0.03% | +175.0% |
| Q4 2021 | $3,846,000 | +12.8% | 116,535 | +3.0% | 0.01% | +9.1% |
| Q3 2021 | $3,410,000 | – | 113,155 | – | 0.01% | – |
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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% |