DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $392,525 | -3.4% | 13,106 | 0.0% | 0.22% | -0.9% |
Q2 2023 | $406,155 | +7.7% | 13,106 | 0.0% | 0.23% | +1.8% |
Q1 2023 | $377,060 | +6.5% | 13,106 | 0.0% | 0.22% | -0.9% |
Q4 2022 | $354,124 | -14.0% | 13,106 | -20.0% | 0.22% | -27.2% |
Q3 2022 | $412,000 | +54.3% | 16,373 | +61.9% | 0.31% | +58.5% |
Q2 2022 | $267,000 | – | 10,114 | – | 0.20% | – |
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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% |