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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,185,928 | +9.0% | 97,758 | +0.2% | 0.18% | -14.0% |
| Q3 2023 | $2,923,331 | -3.0% | 97,607 | +0.3% | 0.21% | -3.7% |
| Q2 2023 | $3,014,493 | +643.6% | 97,273 | +548.4% | 0.22% | +481.1% |
| Q4 2022 | $405,390 | +86.8% | 15,003 | +73.8% | 0.04% | +48.0% |
| Q3 2022 | $217,000 | -4.8% | 8,630 | 0.0% | 0.02% | -7.4% |
| Q2 2022 | $228,000 | -12.3% | 8,630 | +9.5% | 0.03% | -18.2% |
| Q4 2021 | $260,000 | – | 7,880 | – | 0.03% | – |
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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% |