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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,676,151 | +3.0% | 156,131 | +6.6% | 0.06% | -21.6% |
| Q2 2023 | $4,537,785 | +7.8% | 146,427 | +0.1% | 0.07% | +2.8% |
| Q1 2023 | $4,209,022 | +2.0% | 146,299 | -4.2% | 0.07% | -10.0% |
| Q4 2022 | $4,124,739 | +16.8% | 152,654 | +8.8% | 0.08% | +1.3% |
| Q3 2022 | $3,532,000 | +17.0% | 140,362 | +23.1% | 0.08% | +23.4% |
| Q2 2022 | $3,018,000 | -3.4% | 114,020 | +15.0% | 0.06% | +48.8% |
| Q1 2022 | $3,124,000 | – | 99,126 | – | 0.04% | – |
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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% |