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 | $20,113,272 | +6.1% | 671,562 | +9.8% | 0.61% | +9.2% |
Q2 2023 | $18,961,944 | +22.4% | 611,873 | +13.6% | 0.56% | +9.7% |
Q1 2023 | $15,493,437 | +35.4% | 538,527 | +27.2% | 0.51% | +26.8% |
Q4 2022 | $11,443,083 | +40.4% | 423,504 | +30.6% | 0.40% | +21.6% |
Q3 2022 | $8,153,000 | +20.0% | 324,186 | +26.1% | 0.33% | +19.6% |
Q2 2022 | $6,796,000 | – | 257,143 | – | 0.28% | – |
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% |