DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 187 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,880,847 | -1.8% | 1,899,194 | +1.6% | 11.84% | -0.4% |
| Q2 2023 | $57,912,471 | +11.0% | 1,868,747 | +3.0% | 11.89% | +4.6% |
| Q1 2023 | $52,195,256 | +7.3% | 1,814,225 | +0.8% | 11.36% | +1.0% |
| Q4 2022 | $48,645,740 | +11.5% | 1,800,360 | +3.7% | 11.25% | +3.0% |
| Q3 2022 | $43,646,000 | -35.4% | 1,735,410 | -32.1% | 10.92% | -31.9% |
| Q2 2022 | $67,575,000 | -15.0% | 2,556,761 | +1.4% | 16.04% | -4.0% |
| Q1 2022 | $79,467,000 | -2.0% | 2,521,155 | +2.6% | 16.72% | +2.9% |
| Q4 2021 | $81,124,000 | +9.4% | 2,458,318 | -0.1% | 16.25% | +1.3% |
| Q3 2021 | $74,144,000 | +0.0% | 2,459,995 | +0.3% | 16.04% | -7.3% |
| Q2 2021 | $74,115,000 | +7.4% | 2,453,319 | +0.2% | 17.30% | -16.5% |
| Q1 2021 | $68,983,000 | – | 2,447,932 | – | 20.72% | – |
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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% |