DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 116 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,024,003 | +29.9% | 34,190 | +34.4% | 0.68% | +26.8% |
| Q2 2023 | $788,253 | +213.3% | 25,436 | +190.9% | 0.54% | +188.7% |
| Q1 2023 | $251,602 | +6.2% | 8,745 | -0.1% | 0.19% | +2.2% |
| Q4 2022 | $237,000 | +7.7% | 8,758 | +0.1% | 0.18% | +1.1% |
| Q3 2022 | $220,000 | -49.2% | 8,746 | -46.6% | 0.18% | -47.4% |
| Q2 2022 | $433,000 | +18.3% | 16,383 | +41.1% | 0.34% | +35.7% |
| Q1 2022 | $366,000 | -39.0% | 11,615 | -36.1% | 0.25% | -33.9% |
| Q4 2021 | $600,000 | +30.7% | 18,190 | +19.5% | 0.38% | +18.7% |
| Q3 2021 | $459,000 | +48.1% | 15,227 | +48.3% | 0.32% | +50.0% |
| Q2 2021 | $310,000 | – | 10,265 | – | 0.21% | – |
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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% |