DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
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. | 3,373,613 | $106,336,000 | 46.99% |
| Aquire Wealth Advisors, LLC | 1,514,919 | $47,750,000 | 25.43% |
| Northland Capital Management LLC | 585,829 | $18,465,000 | 18.35% |
| Meridian Wealth Partners, LLC | 2,521,155 | $79,467,000 | 16.72% |
| Ullmann Wealth Partners Group, LLC | 1,942,345 | $61,223,000 | 15.64% |
| AWM CAPITAL, LLC | 597,128 | $18,821,000 | 11.59% |
| PBMares Wealth Management LLC | 535,859 | $16,890,000 | 10.40% |
| Syverson Strege & Co | 297,916 | $9,390,000 | 10.21% |
| FirstPurpose Wealth LLC | 409,594 | $12,910,000 | 10.07% |
| Spinnaker Investment Group, LLC | 633,389 | $20,395,000 | 6.64% |