DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 213 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $842,764 | -1.7% | 28,139 | +1.7% | 0.18% | +3.4% |
| Q2 2023 | $857,308 | +5.4% | 27,664 | -8.1% | 0.17% | +4.2% |
| Q1 2023 | $813,735 | +0.0% | 30,116 | 0.0% | 0.17% | 0.0% |
| Q4 2022 | $813,734 | +40.5% | 30,116 | +30.8% | 0.17% | +21.0% |
| Q3 2022 | $579,000 | -0.2% | 23,024 | +4.8% | 0.14% | +4.5% |
| Q2 2022 | $580,000 | -75.3% | 21,959 | -70.5% | 0.13% | -74.4% |
| Q1 2022 | $2,347,000 | +14.4% | 74,476 | +19.9% | 0.52% | +14.7% |
| Q4 2021 | $2,051,000 | +19.2% | 62,141 | +8.9% | 0.45% | +16.3% |
| Q3 2021 | $1,720,000 | +11.5% | 57,057 | +11.7% | 0.39% | +8.7% |
| Q2 2021 | $1,543,000 | – | 51,076 | – | 0.36% | – |
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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% |