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 | $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. | 3,749,790 | $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% |