DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,312 | +123.3% | 268,713 | +107.6% | 0.21% | +12.5% |
| Q1 2023 | $3,723 | +10.9% | 129,414 | +4.1% | 0.18% | -0.5% |
| Q4 2022 | $3,358 | -99.9% | 124,263 | -1.9% | 0.18% | -3.1% |
| Q3 2022 | $3,186,000 | -17.5% | 126,669 | -13.3% | 0.19% | -8.6% |
| Q2 2022 | $3,863,000 | -19.7% | 146,158 | -4.2% | 0.21% | -16.1% |
| Q1 2022 | $4,808,000 | -4.6% | 152,544 | -0.1% | 0.25% | 0.0% |
| Q4 2021 | $5,039,000 | +2.9% | 152,707 | -6.0% | 0.25% | -13.5% |
| Q3 2021 | $4,899,000 | +2.1% | 162,532 | +2.3% | 0.29% | -2.7% |
| Q2 2021 | $4,799,000 | +8.9% | 158,840 | +1.5% | 0.30% | -11.4% |
| Q1 2021 | $4,408,000 | +435.0% | 156,440 | +398.9% | 0.33% | +391.2% |
| Q4 2020 | $824,000 | – | 31,356 | – | 0.07% | – |
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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% |