DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 187 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,458,237 | -3.3% | 148,856 | +0.0% | 1.05% | -3.1% |
| Q2 2023 | $4,611,002 | +7.7% | 148,790 | 0.0% | 1.08% | -2.6% |
| Q1 2023 | $4,280,688 | +9.0% | 148,790 | +2.3% | 1.11% | +9.6% |
| Q4 2022 | $3,928,384 | +7.2% | 145,388 | -0.2% | 1.01% | +1.8% |
| Q3 2022 | $3,665,000 | +28.1% | 145,707 | +34.6% | 1.00% | +34.4% |
| Q2 2022 | $2,861,000 | +951.8% | 108,234 | +1152.1% | 0.74% | +1076.2% |
| Q1 2022 | $272,000 | – | 8,644 | – | 0.06% | – |
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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% |