DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,003,829 | -3.7% | 33,517 | -0.4% | 0.08% | -1.2% |
| Q2 2023 | $1,042,676 | +12.6% | 33,646 | +4.5% | 0.08% | +8.1% |
| Q1 2023 | $926,115 | +23.7% | 32,190 | +16.2% | 0.07% | +17.5% |
| Q4 2022 | $748,644 | +12.9% | 27,707 | +5.1% | 0.06% | +5.0% |
| Q3 2022 | $663,000 | -6.5% | 26,356 | -1.7% | 0.06% | -6.2% |
| Q2 2022 | $709,000 | +2.2% | 26,811 | +21.8% | 0.06% | +23.1% |
| Q1 2022 | $694,000 | +5.2% | 22,014 | +10.0% | 0.05% | +10.6% |
| Q4 2021 | $660,000 | +11.3% | 20,014 | +1.6% | 0.05% | +2.2% |
| Q3 2021 | $593,000 | +15.6% | 19,690 | +15.9% | 0.05% | +17.9% |
| Q2 2021 | $513,000 | +23.3% | 16,987 | +15.0% | 0.04% | +14.7% |
| Q1 2021 | $416,000 | – | 14,772 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,373,613 | $106,336,000 | 46.99% |
| Aquire Wealth Advisors, LLC | 1,514,919 | $47,750,000 | 25.43% |
| Northland Capital Management LLC | 585,829 | $18,465,000 | 18.35% |
| Meridian Wealth Partners, LLC | 2,521,155 | $79,467,000 | 16.72% |
| Ullmann Wealth Partners Group, LLC | 1,942,345 | $61,223,000 | 15.64% |
| AWM CAPITAL, LLC | 597,128 | $18,821,000 | 11.59% |
| PBMares Wealth Management LLC | 535,859 | $16,890,000 | 10.40% |
| Syverson Strege & Co | 297,916 | $9,390,000 | 10.21% |
| FirstPurpose Wealth LLC | 409,594 | $12,910,000 | 10.07% |
| Spinnaker Investment Group, LLC | 633,389 | $20,395,000 | 6.64% |