DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529,910 | +17.8% | 17,693 | +21.9% | 0.40% | 0.0% |
| Q2 2023 | $449,918 | -27.3% | 14,518 | -32.5% | 0.40% | -30.9% |
| Q1 2023 | $619,077 | +6.5% | 21,518 | 0.0% | 0.58% | +13.3% |
| Q4 2022 | $581,421 | +7.5% | 21,518 | 0.0% | 0.51% | -15.5% |
| Q3 2022 | $541,000 | -4.9% | 21,518 | 0.0% | 0.61% | -1.5% |
| Q2 2022 | $569,000 | -23.0% | 21,518 | -8.2% | 0.62% | -23.3% |
| Q1 2022 | $739,000 | -4.9% | 23,448 | -0.4% | 0.80% | +4.6% |
| Q4 2021 | $777,000 | – | 23,549 | – | 0.77% | – |
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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% |