DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 213 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,199,138 | +0.6% | 40,038 | +4.1% | 0.01% | 0.0% |
| Q2 2023 | $1,191,844 | +31.5% | 38,459 | +22.1% | 0.01% | +20.0% |
| Q1 2023 | $906,496 | +31.7% | 31,508 | +23.7% | 0.01% | +66.7% |
| Q4 2022 | $688,064 | -99.9% | 25,465 | -64.6% | 0.01% | -40.0% |
| Q3 2022 | $904,904,000 | +34280.9% | 71,914 | -27.8% | 0.01% | -63.0% |
| Q2 2022 | $2,632,000 | +1196.6% | 99,588 | +1444.7% | 0.03% | +1250.0% |
| Q1 2022 | $203,000 | -62.1% | 6,447 | -63.7% | 0.00% | -60.0% |
| Q3 2021 | $536,000 | +36.4% | 17,770 | +36.6% | 0.01% | +25.0% |
| Q2 2021 | $393,000 | +95.5% | 13,012 | +82.2% | 0.00% | +33.3% |
| Q1 2021 | $201,000 | -75.6% | 7,140 | -77.3% | 0.00% | -70.0% |
| Q4 2020 | $824,000 | – | 31,472 | – | 0.01% | – |
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% |