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 | $490,473 | -3.4% | 16,376 | 0.0% | 0.44% | -0.2% |
| Q2 2023 | $507,491 | +7.7% | 16,376 | 0.0% | 0.44% | +1.4% |
| Q1 2023 | $471,124 | +101.0% | 16,376 | +198.8% | 0.44% | +84.8% |
| Q4 2022 | $234,347 | +7.5% | 5,480 | +0.0% | 0.24% | -3.7% |
| Q3 2022 | $218,000 | -4.8% | 5,478 | 0.0% | 0.25% | -0.4% |
| Q2 2022 | $229,000 | -16.7% | 5,478 | -1.3% | 0.25% | -2.4% |
| Q1 2022 | $275,000 | -10.7% | 5,548 | -9.7% | 0.25% | -4.5% |
| Q4 2021 | $308,000 | – | 6,147 | – | 0.26% | – |
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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% |