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 | $3,054,524 | -0.5% | 101,987 | +2.9% | 2.47% | +2.3% |
| Q2 2023 | $3,070,076 | +21.5% | 99,067 | +12.8% | 2.41% | +11.8% |
| Q1 2023 | $2,525,834 | +84.4% | 87,794 | +912.3% | 2.16% | +70.6% |
| Q4 2022 | $1,369,543 | -9.2% | 8,673 | -60.9% | 1.26% | -44.9% |
| Q3 2022 | $1,509,000 | +26.0% | 22,206 | -51.0% | 2.29% | +49.1% |
| Q2 2022 | $1,198,000 | +1.0% | 45,346 | +20.5% | 1.54% | +25.3% |
| Q1 2022 | $1,186,000 | -31.8% | 37,621 | -28.5% | 1.23% | -19.0% |
| Q4 2021 | $1,738,000 | – | 52,652 | – | 1.52% | – |
Download | ||||||
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% |