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 | $1,222,131 | +6.5% | 38,984 | +5.3% | 1.04% | +23.0% |
| Q2 2023 | $1,147,073 | -18.6% | 37,014 | -15.5% | 0.84% | -27.7% |
| Q1 2023 | $1,409,671 | -54.8% | 43,798 | -62.0% | 1.17% | -56.0% |
| Q4 2022 | $3,117,690 | -0.0% | 115,384 | -7.0% | 2.65% | -5.5% |
| Q3 2022 | $3,119,000 | -17.3% | 124,008 | -13.1% | 2.81% | -14.1% |
| Q2 2022 | $3,771,000 | -36.0% | 142,695 | -23.5% | 3.27% | -24.5% |
| Q1 2022 | $5,888,000 | -7.9% | 186,573 | -3.6% | 4.33% | -13.2% |
| Q4 2021 | $6,396,000 | – | 193,636 | – | 4.98% | – |
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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% |