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 | $6,551,622 | +23.8% | 218,751 | +28.0% | 0.01% | 0.0% |
| Q2 2023 | $5,292,510 | -11.8% | 170,922 | -18.0% | 0.01% | -9.1% |
| Q1 2023 | $5,999,006 | +25.5% | 208,556 | +17.9% | 0.01% | +10.0% |
| Q4 2022 | $4,781,000 | +20.4% | 176,955 | +12.1% | 0.01% | +11.1% |
| Q3 2022 | $3,970,000 | -2.1% | 157,875 | +2.9% | 0.01% | 0.0% |
| Q2 2022 | $4,057,000 | -45.2% | 153,370 | +26.5% | 0.01% | -35.7% |
| Q1 2022 | $7,401,000 | +180.9% | 121,207 | +51.9% | 0.01% | +180.0% |
| Q4 2021 | $2,635,000 | +43.8% | 79,800 | +31.5% | 0.01% | +25.0% |
| Q3 2021 | $1,832,000 | +39.7% | 60,690 | +39.9% | 0.00% | +33.3% |
| Q2 2021 | $1,311,000 | +100.2% | 43,381 | +86.7% | 0.00% | +50.0% |
| Q1 2021 | $655,000 | – | 23,235 | – | 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% |