DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,177,290 | +1.9% | 974,200 | +5.4% | 12.60% | +2.7% |
| Q2 2023 | $28,645,452 | +30.7% | 924,345 | +21.3% | 12.26% | +13.5% |
| Q1 2023 | $21,919,029 | +24.3% | 761,871 | +16.7% | 10.80% | +9.7% |
| Q4 2022 | $17,636,062 | +27.1% | 652,704 | +18.3% | 9.85% | +7.7% |
| Q3 2022 | $13,879,000 | +4.7% | 551,838 | +10.1% | 9.14% | +2.7% |
| Q2 2022 | $13,252,000 | +2.6% | 501,392 | +22.4% | 8.91% | -11.5% |
| Q1 2022 | $12,910,000 | +41.2% | 409,594 | +47.8% | 10.07% | +75.3% |
| Q4 2021 | $9,143,000 | – | 277,064 | – | 5.74% | – |
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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% |