DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,100,866 | +38.4% | 337,258 | +43.2% | 3.64% | +39.5% |
| Q2 2023 | $7,299,394 | +24.7% | 235,540 | +15.8% | 2.61% | +20.0% |
| Q1 2023 | $5,852,990 | +16.1% | 203,441 | +9.0% | 2.18% | +6.6% |
| Q4 2022 | $5,041,848 | +23.3% | 186,597 | +14.8% | 2.04% | +14.5% |
| Q3 2022 | $4,089,000 | -62.9% | 162,604 | -61.0% | 1.78% | -62.3% |
| Q2 2022 | $11,025,000 | -34.7% | 417,124 | -22.2% | 4.73% | -54.6% |
| Q1 2022 | $16,890,000 | +33.5% | 535,859 | +39.8% | 10.40% | +94.6% |
| Q4 2021 | $12,649,000 | +22.8% | 383,307 | +12.1% | 5.34% | +8.9% |
| Q3 2021 | $10,302,000 | +15.2% | 341,808 | +15.5% | 4.91% | +0.8% |
| Q2 2021 | $8,940,000 | +45.0% | 295,920 | +35.2% | 4.87% | -3.3% |
| Q1 2021 | $6,166,000 | +286.8% | 218,821 | +260.8% | 5.03% | +174.6% |
| Q4 2020 | $1,594,000 | – | 60,652 | – | 1.83% | – |
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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% |