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 | $213,632 | -12.5% | 7,133 | -9.5% | 0.08% | -14.8% |
Q2 2023 | $244,200 | +8.2% | 7,880 | +0.5% | 0.09% | +4.8% |
Q1 2023 | $225,671 | +6.9% | 7,844 | +0.4% | 0.08% | +6.3% |
Q4 2022 | $211,053 | -17.6% | 7,811 | -19.2% | 0.08% | +16.2% |
Q2 2022 | $256,000 | -15.2% | 9,671 | +1.1% | 0.07% | 0.0% |
Q1 2022 | $302,000 | -1.3% | 9,568 | +3.1% | 0.07% | +21.4% |
Q4 2021 | $306,000 | – | 9,282 | – | 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% |