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 | $10,454,190 | +10.9% | 346,395 | +14.0% | 2.69% | +15.0% |
| Q2 2023 | $9,424,475 | +8.2% | 303,819 | +1.2% | 2.34% | +2.3% |
| Q1 2023 | $8,710,062 | +8.6% | 300,243 | +6.4% | 2.29% | +5.6% |
| Q4 2022 | $8,017,093 | +45.1% | 282,193 | +36.0% | 2.16% | +27.4% |
| Q3 2022 | $5,524,000 | +95.5% | 207,529 | +111.4% | 1.70% | +107.6% |
| Q2 2022 | $2,825,000 | +45.4% | 98,176 | +51.9% | 0.82% | +58.5% |
| Q1 2022 | $1,943,000 | – | 64,611 | – | 0.52% | – |
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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% |