DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.0%.
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. | 3,423,918 | $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% |