DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 277 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,653,786 | -0.5% | 188,440 | +2.9% | 3.82% | +2.1% |
| Q2 2023 | $5,683,301 | +167.1% | 183,213 | -94.4% | 3.74% | +115.6% |
| Q1 2023 | $2,128,073 | -58.3% | 3,266,072 | +1623.7% | 1.74% | -45.3% |
| Q4 2022 | $5,101,846 | -17.5% | 189,477 | -22.4% | 3.17% | -22.2% |
| Q3 2022 | $6,185,000 | -9.6% | 244,322 | -5.4% | 4.08% | +3.6% |
| Q2 2022 | $6,845,000 | -16.5% | 258,342 | +0.1% | 3.94% | -3.2% |
| Q1 2022 | $8,194,000 | +9.8% | 258,187 | +14.3% | 4.07% | +8.3% |
| Q4 2021 | $7,466,000 | +73.8% | 225,930 | +59.1% | 3.76% | +52.8% |
| Q3 2021 | $4,295,000 | +25.4% | 141,995 | +25.6% | 2.46% | +15.2% |
| Q2 2021 | $3,425,000 | +23.2% | 113,010 | +17.3% | 2.13% | +28.0% |
| Q1 2021 | $2,779,000 | +146.1% | 96,330 | +129.8% | 1.67% | +94.1% |
| Q4 2020 | $1,129,000 | – | 41,910 | – | 0.86% | – |
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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% |