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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,353,333 | +11.7% | 251,228 | +0.6% | 4.36% | -2.0% |
| Q3 2023 | $7,476,480 | +15.0% | 249,632 | +18.9% | 4.45% | -2.1% |
| Q2 2023 | $6,503,957 | +3.2% | 209,873 | -4.2% | 4.54% | -4.9% |
| Q1 2023 | $6,301,107 | +13.5% | 219,017 | +6.6% | 4.77% | +3.8% |
| Q4 2022 | $5,553,929 | +47.4% | 205,549 | +37.2% | 4.60% | +32.2% |
| Q3 2022 | $3,768,000 | +28.4% | 149,804 | +34.9% | 3.48% | +29.2% |
| Q2 2022 | $2,935,000 | – | 111,085 | – | 2.69% | – |
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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% |