DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 294 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,749,096 | -4.1% | 125,178 | -0.7% | 3.22% | -0.8% |
| Q2 2023 | $3,907,978 | +7.2% | 126,104 | -0.5% | 3.25% | +0.7% |
| Q1 2023 | $3,644,679 | +6.6% | 126,684 | +0.1% | 3.23% | +1.5% |
| Q4 2022 | $3,419,971 | +8.4% | 126,572 | +0.9% | 3.18% | -4.2% |
| Q3 2022 | $3,154,000 | -47.2% | 125,424 | -33.9% | 3.32% | -41.2% |
| Q2 2022 | $5,979,000 | -4.0% | 189,683 | +0.5% | 5.65% | +1.3% |
| Q1 2022 | $6,231,000 | 0.0% | 188,830 | 0.0% | 5.58% | -1.1% |
| Q4 2021 | $6,231,000 | – | 188,830 | – | 5.64% | – |
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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% |