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 | $1,599,001 | -2.2% | 53,389 | +1.2% | 0.02% | +11.8% |
| Q2 2023 | $1,635,382 | +9.8% | 52,771 | +1.9% | 0.02% | -5.6% |
| Q1 2023 | $1,489,739 | -41.6% | 51,781 | -45.1% | 0.02% | -79.8% |
| Q4 2022 | $2,550,742 | +28.8% | 94,402 | +19.9% | 0.09% | +14.1% |
| Q3 2022 | $1,980,000 | -7.9% | 78,725 | -3.2% | 0.08% | -9.3% |
| Q2 2022 | $2,150,000 | -18.0% | 81,361 | -2.2% | 0.09% | -6.5% |
| Q1 2022 | $2,622,000 | +10.6% | 83,198 | +15.8% | 0.09% | +16.5% |
| Q4 2021 | $2,370,000 | +14.8% | 71,820 | +4.8% | 0.08% | +3.9% |
| Q3 2021 | $2,065,000 | +2.7% | 68,514 | +3.0% | 0.08% | -3.8% |
| Q2 2021 | $2,010,000 | – | 66,547 | – | 0.08% | – |
Download | ||||||
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% |