DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 314 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $813,083 | -3.4% | 27,148 | 0.0% | 0.49% | -9.0% |
| Q2 2023 | $841,317 | +7.7% | 27,148 | 0.0% | 0.53% | -1.3% |
| Q1 2023 | $781,048 | +32.7% | 27,148 | +24.7% | 0.54% | +27.0% |
| Q4 2022 | $588,361 | +119.5% | 21,775 | +104.3% | 0.43% | +52.1% |
| Q3 2022 | $268,000 | +10.3% | 10,659 | +16.0% | 0.28% | -9.7% |
| Q2 2022 | $243,000 | -13.5% | 9,187 | +3.2% | 0.31% | +5.8% |
| Q1 2022 | $281,000 | -4.4% | 8,900 | 0.0% | 0.29% | -6.7% |
| Q4 2021 | $294,000 | +9.7% | 8,900 | 0.0% | 0.31% | -30.1% |
| Q3 2021 | $268,000 | -0.4% | 8,900 | 0.0% | 0.45% | +9.8% |
| Q2 2021 | $269,000 | +7.2% | 8,900 | 0.0% | 0.41% | -8.1% |
| Q1 2021 | $251,000 | – | 8,900 | – | 0.44% | – |
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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% |