DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 224 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,026,588 | -3.2% | 234,611 | +0.1% | 0.12% | 0.0% |
| Q2 2023 | $7,262,547 | +103680.3% | 234,351 | -3.7% | 0.12% | -13.9% |
| Q1 2023 | $6,998 | +127.4% | 243,240 | +113.6% | 0.14% | +71.4% |
| Q4 2022 | $3,077 | -99.2% | 113,877 | +673.9% | 0.08% | +600.0% |
| Q3 2022 | $370,000 | -16.5% | 14,714 | -12.3% | 0.01% | -14.3% |
| Q2 2022 | $443,000 | -14.8% | 16,773 | +1.7% | 0.01% | -12.5% |
| Q1 2022 | $520,000 | +30.7% | 16,488 | +36.6% | 0.02% | +33.3% |
| Q4 2021 | $398,000 | +24.8% | 12,069 | +14.0% | 0.01% | +20.0% |
| Q3 2021 | $319,000 | – | 10,585 | – | 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% |