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 | $563 | -25.2% | 18,800 | -22.6% | 0.00% | 0.0% |
| Q2 2023 | $753 | +71.1% | 24,300 | +58.8% | 0.00% | 0.0% |
| Q1 2023 | $440 | -76.5% | 15,300 | -77.9% | 0.00% | -66.7% |
| Q4 2022 | $1,870 | -99.8% | 69,200 | +98.9% | 0.00% | +200.0% |
| Q3 2022 | $875,000 | +13.8% | 34,800 | +19.6% | 0.00% | 0.0% |
| Q2 2022 | $769,000 | -52.1% | 29,100 | -40.2% | 0.00% | -50.0% |
| Q4 2021 | $1,607,000 | +68.3% | 48,700 | +53.6% | 0.00% | +100.0% |
| Q3 2021 | $955,000 | – | 31,700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,423,918 | $90,494,000 | 49.10% |
| Aquire Wealth Advisors, LLC | 1,423,581 | $37,625,000 | 21.96% |
| Meridian Wealth Partners, LLC | 2,556,761 | $67,575,000 | 16.04% |
| Ullmann Wealth Partners Group, LLC | 2,086,827 | $55,155,000 | 14.94% |
| Spinnaker Investment Group, LLC | 850,480 | $22,478,000 | 9.16% |
| FirstPurpose Wealth LLC | 501,392 | $13,252,000 | 8.91% |
| Northland Capital Management LLC | 321,540 | $8,498,000 | 7.81% |
| AWM CAPITAL, LLC | 580,671 | $15,347,000 | 7.52% |
| Highland Financial Advisors, LLC | 364,799 | $9,642,000 | 6.61% |
| Morling Financial Advisors, LLC | 174,561 | $4,614,000 | 6.02% |