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 | $44,348 | -3.0% | 1,481 | +0.3% | 0.01% | -10.0% |
| Q2 2023 | $45,730 | +4.5% | 1,476 | -3.0% | 0.01% | -16.7% |
| Q1 2023 | $43,749 | -40.5% | 1,521 | -44.1% | 0.01% | -45.5% |
| Q4 2022 | $73,519 | -67.3% | 2,721 | -69.5% | 0.02% | -69.0% |
| Q3 2022 | $225,000 | +14.2% | 8,931 | +19.9% | 0.07% | +31.5% |
| Q2 2022 | $197,000 | -16.2% | 7,449 | 0.0% | 0.05% | -11.5% |
| Q1 2022 | $235,000 | +4600.0% | 7,449 | +4833.1% | 0.06% | +6000.0% |
| Q4 2021 | $5,000 | – | 151 | – | 0.00% | – |
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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% |