DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,862,359 | +13.6% | 629,795 | +17.5% | 0.96% | +14.3% |
| Q2 2023 | $16,606,296 | +31.9% | 535,860 | +22.4% | 0.84% | +17.1% |
| Q1 2023 | $12,590,660 | +62.1% | 437,632 | +52.2% | 0.72% | +54.1% |
| Q4 2022 | $7,768,452 | +41.4% | 287,507 | +31.6% | 0.46% | +44.1% |
| Q3 2022 | $5,493,000 | -6.5% | 218,415 | -1.8% | 0.32% | -5.3% |
| Q2 2022 | $5,878,000 | +9.3% | 222,383 | +30.4% | 0.34% | +36.0% |
| Q1 2022 | $5,377,000 | +53.5% | 170,574 | +60.7% | 0.25% | +51.5% |
| Q4 2021 | $3,502,000 | +470.4% | 106,136 | +421.3% | 0.16% | +415.6% |
| Q3 2021 | $614,000 | – | 20,361 | – | 0.03% | – |
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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% |