DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 314 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,327,883 | -9.8% | 77,726 | -6.7% | 1.62% | +8.3% |
| Q2 2023 | $2,581,700 | +15.0% | 83,308 | +6.7% | 1.50% | -7.0% |
| Q1 2023 | $2,245,229 | +8.4% | 78,041 | +1.8% | 1.61% | -5.3% |
| Q4 2022 | $2,071,249 | +7.3% | 76,656 | -0.1% | 1.70% | -16.4% |
| Q3 2022 | $1,930,000 | -0.4% | 76,723 | +4.7% | 2.03% | +2.1% |
| Q2 2022 | $1,938,000 | +3.7% | 73,311 | +23.7% | 1.99% | +58.9% |
| Q1 2022 | $1,869,000 | – | 59,281 | – | 1.25% | – |
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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% |