DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 277 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,884,755 | +0.5% | 129,708 | +4.0% | 0.38% | -0.5% |
| Q2 2023 | $3,866,746 | +15.5% | 124,774 | +7.2% | 0.38% | -3.3% |
| Q1 2023 | $3,348,051 | +8.1% | 116,373 | +1.5% | 0.40% | +7.6% |
| Q4 2022 | $3,096,627 | -13.0% | 114,605 | -19.1% | 0.37% | -20.6% |
| Q3 2022 | $3,561,000 | -1.8% | 141,590 | +3.2% | 0.46% | +5.2% |
| Q2 2022 | $3,625,000 | -12.4% | 137,168 | +4.4% | 0.44% | -2.7% |
| Q1 2022 | $4,140,000 | +10.7% | 131,349 | +15.9% | 0.45% | +1.8% |
| Q4 2021 | $3,741,000 | +1.4% | 113,359 | -7.4% | 0.44% | -4.9% |
| Q3 2021 | $3,690,000 | +57.1% | 122,435 | +57.4% | 0.47% | +58.0% |
| Q2 2021 | $2,349,000 | +64.2% | 77,771 | +53.2% | 0.30% | +46.0% |
| Q1 2021 | $1,431,000 | – | 50,776 | – | 0.20% | – |
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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% |