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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,362,184 | -0.1% | 679,873 | +3.3% | 5.88% | +1.2% |
| Q2 2023 | $20,391,539 | +17.8% | 658,004 | +9.4% | 5.81% | +10.6% |
| Q1 2023 | $17,307,604 | +26.3% | 601,585 | +18.6% | 5.25% | +18.3% |
| Q4 2022 | $13,701,023 | +34.7% | 507,070 | +25.4% | 4.44% | +18.9% |
| Q3 2022 | $10,173,000 | +32.9% | 404,481 | +39.7% | 3.73% | +34.4% |
| Q2 2022 | $7,653,000 | +48.4% | 289,576 | +76.9% | 2.78% | +65.7% |
| Q1 2022 | $5,158,000 | +44.3% | 163,657 | +51.1% | 1.68% | +50.9% |
| Q4 2021 | $3,575,000 | +133.8% | 108,336 | +113.6% | 1.11% | +118.7% |
| Q3 2021 | $1,529,000 | +17.6% | 50,724 | +17.9% | 0.51% | +16.5% |
| Q2 2021 | $1,300,000 | +19.6% | 43,024 | +11.5% | 0.44% | +9.5% |
| Q1 2021 | $1,087,000 | +906.5% | 38,583 | +835.8% | 0.40% | +847.6% |
| Q4 2020 | $108,000 | – | 4,123 | – | 0.04% | – |
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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% |