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 | $9,335,000 | -7.2% | 311,704 | -4.0% | 0.00% | 0.0% |
| Q2 2023 | $10,064,000 | -3.3% | 324,819 | -10.2% | 0.00% | 0.0% |
| Q1 2023 | $10,410,000 | +3.0% | 361,833 | -3.3% | 0.00% | 0.0% |
| Q4 2022 | $10,108,000 | +3.4% | 374,119 | -3.8% | 0.00% | 0.0% |
| Q3 2022 | $9,779,000 | -11.4% | 388,859 | -6.9% | 0.00% | 0.0% |
| Q2 2022 | $11,043,000 | +30.7% | 417,838 | +55.9% | 0.00% | +50.0% |
| Q1 2022 | $8,447,000 | +54.4% | 267,960 | +61.6% | 0.00% | +100.0% |
| Q4 2021 | $5,472,000 | +33.3% | 165,818 | +21.8% | 0.00% | 0.0% |
| Q3 2021 | $4,104,000 | +5.2% | 136,161 | +5.5% | 0.00% | 0.0% |
| Q2 2021 | $3,901,000 | +27.2% | 129,100 | +18.6% | 0.00% | 0.0% |
| Q1 2021 | $3,068,000 | +336.4% | 108,887 | +307.2% | 0.00% | – |
| Q4 2020 | $703,000 | – | 26,743 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,749,790 | $94,307,000 | 50.63% |
| Aquire Wealth Advisors, LLC | 1,634,010 | $41,095,000 | 23.86% |
| Ullmann Wealth Partners Group, LLC | 2,126,913 | $53,492,000 | 14.75% |
| Meridian Wealth Partners, LLC | 1,735,410 | $43,646,000 | 10.92% |
| Spinnaker Investment Group, LLC | 1,039,811 | $26,167,000 | 10.24% |
| FirstPurpose Wealth LLC | 551,838 | $13,879,000 | 9.14% |
| Highland Financial Advisors, LLC | 424,014 | $10,664,000 | 7.40% |
| Northland Capital Management LLC | 297,241 | $7,476,000 | 7.01% |
| Financial Connections Group, Inc. | 274,887 | $6,913,000 | 5.83% |
| Morling Financial Advisors, LLC | 166,186 | $4,180,000 | 5.69% |