DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 213 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,242,088 | -3.7% | 108,250 | -0.4% | 0.04% | -2.8% |
| Q2 2023 | $3,367,064 | +10.9% | 108,650 | +2.9% | 0.04% | +5.9% |
| Q1 2023 | $3,036,674 | +7.2% | 105,550 | +0.7% | 0.03% | +3.0% |
| Q4 2022 | $2,833,047 | +14.0% | 104,850 | +6.1% | 0.03% | 0.0% |
| Q3 2022 | $2,486,000 | -7.8% | 98,850 | -3.0% | 0.03% | -2.9% |
| Q2 2022 | $2,695,000 | +17.3% | 101,950 | +39.8% | 0.03% | +36.0% |
| Q1 2022 | $2,298,000 | +9.5% | 72,900 | +14.6% | 0.02% | +13.6% |
| Q4 2021 | $2,099,000 | +11.8% | 63,620 | +2.1% | 0.02% | 0.0% |
| Q3 2021 | $1,878,000 | +9.4% | 62,300 | +9.7% | 0.02% | +10.0% |
| Q2 2021 | $1,716,000 | – | 56,800 | – | 0.02% | – |
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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% |