DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,955,620 | +9.9% | 432,575 | +13.7% | 0.48% | +8.5% |
| Q2 2023 | $11,785,357 | +25.1% | 380,295 | +16.1% | 0.44% | +12.7% |
| Q1 2023 | $9,421,769 | +28.8% | 327,486 | +20.9% | 0.40% | +12.9% |
| Q4 2022 | $7,316,798 | +10.8% | 270,792 | +3.1% | 0.35% | 0.0% |
| Q3 2022 | $6,606,000 | -5.7% | 262,672 | -0.8% | 0.35% | -4.9% |
| Q2 2022 | $7,002,000 | +4.2% | 264,912 | +24.2% | 0.37% | +18.3% |
| Q1 2022 | $6,720,000 | +237.5% | 213,209 | +253.4% | 0.31% | +245.6% |
| Q4 2021 | $1,991,000 | +72.1% | 60,327 | +57.1% | 0.09% | +52.5% |
| Q3 2021 | $1,157,000 | +400.9% | 38,399 | +402.4% | 0.06% | +391.7% |
| Q2 2021 | $231,000 | – | 7,643 | – | 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% |