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 | $7,330,560 | +2.6% | 244,760 | +6.1% | 0.01% | 0.0% |
Q2 2023 | $7,146,516 | +24.3% | 230,607 | +15.4% | 0.01% | +25.0% |
Q1 2023 | $5,748,074 | -25.5% | 199,794 | -30.0% | 0.00% | -42.9% |
Q4 2022 | $7,711,813 | +488.2% | 285,411 | +447.5% | 0.01% | +600.0% |
Q3 2022 | $1,311,000 | +93.6% | 52,128 | +103.6% | 0.00% | 0.0% |
Q2 2022 | $677,000 | – | 25,606 | – | 0.00% | – |
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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% |