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 | $243,913 | -3.4% | 8,144 | 0.0% | 0.03% | -3.4% |
| Q2 2023 | $252,383 | +7.7% | 8,144 | 0.0% | 0.03% | +16.0% |
| Q1 2023 | $234,303 | +106401.4% | 8,144 | 0.0% | 0.02% | +8.7% |
| Q4 2022 | $220 | -99.9% | 8,144 | 0.0% | 0.02% | -4.2% |
| Q3 2022 | $205,000 | -4.7% | 8,144 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $215,000 | -51.6% | 8,144 | -40.8% | 0.02% | +9.1% |
| Q1 2022 | $444,000 | +95.6% | 13,748 | +100.0% | 0.02% | 0.0% |
| Q4 2021 | $227,000 | +9.7% | 6,874 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $207,000 | -0.5% | 6,874 | 0.0% | 0.02% | -20.0% |
| Q2 2021 | $208,000 | – | 6,874 | – | 0.03% | – |
Download | ||||||
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% |