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 | $12,939,730 | -16.4% | 432,044 | -13.5% | 0.01% | -14.3% |
| Q2 2023 | $15,480,809 | +67.2% | 499,542 | +55.2% | 0.01% | +75.0% |
| Q1 2023 | $9,258,804 | +2.5% | 321,821 | -3.7% | 0.00% | -20.0% |
| Q4 2022 | $9,034,159 | -5.8% | 334,351 | -12.4% | 0.01% | 0.0% |
| Q3 2022 | $9,594,000 | +12.6% | 381,480 | +18.3% | 0.01% | 0.0% |
| Q2 2022 | $8,521,000 | -1.8% | 322,416 | +17.1% | 0.01% | +25.0% |
| Q1 2022 | $8,678,000 | +3.2% | 275,326 | +8.1% | 0.00% | 0.0% |
| Q4 2021 | $8,405,000 | +18.5% | 254,705 | +8.3% | 0.00% | 0.0% |
| Q3 2021 | $7,090,000 | +17.5% | 235,233 | +17.7% | 0.00% | +33.3% |
| Q2 2021 | $6,036,000 | +44.2% | 199,805 | +34.5% | 0.00% | 0.0% |
| Q1 2021 | $4,186,000 | – | 148,530 | – | 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% |