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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,104 | -23.9% | 237,184 | -21.3% | 0.03% | -27.0% |
| Q2 2023 | $9,336 | +25.4% | 301,244 | +16.4% | 0.04% | +8.8% |
| Q1 2023 | $7,443 | -8.3% | 258,699 | -13.9% | 0.03% | -17.1% |
| Q4 2022 | $8,116 | -99.9% | 300,360 | -14.0% | 0.04% | -21.2% |
| Q3 2022 | $8,782,000 | +12.6% | 349,180 | +18.4% | 0.05% | +8.3% |
| Q2 2022 | $7,796,000 | +13.3% | 294,965 | +35.2% | 0.05% | +17.1% |
| Q1 2022 | $6,879,000 | +7.2% | 218,230 | +12.2% | 0.04% | +2.5% |
| Q4 2021 | $6,417,000 | +18.4% | 194,440 | +8.1% | 0.04% | +5.3% |
| Q3 2021 | $5,420,000 | +24.0% | 179,821 | +24.3% | 0.04% | +11.8% |
| Q2 2021 | $4,371,000 | +34.1% | 144,688 | +25.1% | 0.03% | +13.3% |
| Q1 2021 | $3,260,000 | – | 115,686 | – | 0.03% | – |
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% |