DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 116 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $5,037,608 | +12.0% | 151,507 | +0.9% | 0.70% | +15.4% |
Q3 2023 | $4,497,292 | -4.3% | 150,160 | -1.0% | 0.60% | -10.2% |
Q2 2023 | $4,701,028 | -1.7% | 151,695 | -8.7% | 0.67% | -10.6% |
Q1 2023 | $4,781,632 | +96.1% | 166,202 | +84.2% | 0.75% | +75.8% |
Q4 2022 | $2,438,447 | +13.4% | 90,246 | +5.5% | 0.43% | -20.4% |
Q3 2022 | $2,151,000 | +22.1% | 85,511 | +28.3% | 0.54% | +8.7% |
Q2 2022 | $1,761,000 | -15.4% | 66,635 | +0.9% | 0.50% | -4.4% |
Q1 2022 | $2,082,000 | -18.0% | 66,062 | -14.1% | 0.52% | -21.5% |
Q4 2021 | $2,539,000 | +44.2% | 76,949 | +31.7% | 0.66% | +15.0% |
Q3 2021 | $1,761,000 | +20.2% | 58,428 | +20.5% | 0.58% | +24.2% |
Q2 2021 | $1,465,000 | +48.0% | 48,498 | +38.0% | 0.46% | +30.1% |
Q1 2021 | $990,000 | – | 35,146 | – | 0.36% | – |
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% |