DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 33 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $539,459 | -5.6% | 18,012 | -2.3% | 0.41% | -1.9% |
| Q2 2023 | $571,177 | +7.7% | 18,431 | 0.0% | 0.42% | +4.0% |
| Q1 2023 | $530,260 | +6.1% | 18,431 | -0.3% | 0.40% | +2.0% |
| Q4 2022 | $499,735 | -21.8% | 18,495 | -27.2% | 0.39% | -25.7% |
| Q3 2022 | $639,000 | -5.5% | 25,406 | -0.7% | 0.53% | -0.9% |
| Q2 2022 | $676,000 | -22.2% | 25,585 | -7.3% | 0.54% | -6.0% |
| Q1 2022 | $869,000 | +46.3% | 27,585 | +53.1% | 0.57% | +55.9% |
| Q4 2021 | $594,000 | +11.9% | 18,015 | +2.2% | 0.36% | +3.4% |
| Q3 2021 | $531,000 | -0.2% | 17,625 | 0.0% | 0.35% | +1.1% |
| Q2 2021 | $532,000 | +590.9% | 17,625 | +544.2% | 0.35% | +523.2% |
| Q1 2021 | $77,000 | +6.9% | 2,736 | 0.0% | 0.06% | -5.1% |
| Q4 2020 | $72,000 | – | 2,736 | – | 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% |