DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 294 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. 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% | – |
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% |