DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 224 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,680,056 | -2.3% | 156,262 | +1.1% | 3.57% | -7.1% |
| Q2 2023 | $4,789,748 | +22.3% | 154,558 | +13.5% | 3.85% | +11.2% |
| Q1 2023 | $3,917,451 | +13.0% | 136,164 | +6.1% | 3.46% | +6.9% |
| Q4 2022 | $3,466,477 | +37.9% | 128,293 | +28.3% | 3.24% | +22.7% |
| Q3 2022 | $2,514,000 | +15.5% | 99,977 | +21.5% | 2.64% | +14.9% |
| Q2 2022 | $2,176,000 | -26.7% | 82,313 | -12.6% | 2.30% | -11.8% |
| Q1 2022 | $2,970,000 | +42.5% | 94,218 | +49.2% | 2.60% | +51.4% |
| Q4 2021 | $2,084,000 | – | 63,159 | – | 1.72% | – |
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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% |