DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 116 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,802 | +8.8% | 995,042 | +12.6% | 0.06% | +10.7% |
| Q2 2023 | $27,387 | +17.3% | 883,745 | +8.9% | 0.06% | +14.3% |
| Q1 2023 | $23,345 | +46.6% | 811,442 | +37.7% | 0.05% | +28.9% |
| Q4 2022 | $15,924 | -99.9% | 589,349 | -9.1% | 0.04% | -9.5% |
| Q3 2022 | $16,308,000 | -34.3% | 648,432 | -31.0% | 0.04% | -35.4% |
| Q2 2022 | $24,837,000 | +9.4% | 939,742 | +30.5% | 0.06% | +25.0% |
| Q1 2022 | $22,699,000 | +32.5% | 720,171 | +38.8% | 0.05% | +33.3% |
| Q4 2021 | $17,128,000 | +24.4% | 519,031 | +13.6% | 0.04% | +11.4% |
| Q3 2021 | $13,769,000 | +20.5% | 456,856 | +20.8% | 0.04% | +20.7% |
| Q2 2021 | $11,426,000 | +25.6% | 378,219 | +17.1% | 0.03% | +11.5% |
| Q1 2021 | $9,099,000 | +127.8% | 322,922 | +112.5% | 0.03% | +116.7% |
| Q4 2020 | $3,994,000 | – | 151,936 | – | 0.01% | – |
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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% |