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 | $455,839 | -13.3% | 15,220 | -10.3% | 0.00% | -66.7% |
| Q2 2023 | $525,776 | -4.1% | 16,966 | -11.0% | 0.00% | +200.0% |
| Q1 2023 | $548,529 | +4.5% | 19,066 | -1.8% | 0.00% | 0.0% |
| Q4 2022 | $524,728 | +7.5% | 19,420 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $488,000 | +21.4% | 19,420 | +27.6% | 0.00% | 0.0% |
| Q2 2022 | $402,000 | +38.1% | 15,220 | +65.1% | 0.00% | 0.0% |
| Q1 2022 | $291,000 | – | 9,220 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,373,613 | $106,336,000 | 46.99% |
| Aquire Wealth Advisors, LLC | 1,514,919 | $47,750,000 | 25.43% |
| Northland Capital Management LLC | 585,829 | $18,465,000 | 18.35% |
| Meridian Wealth Partners, LLC | 2,521,155 | $79,467,000 | 16.72% |
| Ullmann Wealth Partners Group, LLC | 1,942,345 | $61,223,000 | 15.64% |
| AWM CAPITAL, LLC | 597,128 | $18,821,000 | 11.59% |
| PBMares Wealth Management LLC | 535,859 | $16,890,000 | 10.40% |
| Syverson Strege & Co | 297,916 | $9,390,000 | 10.21% |
| FirstPurpose Wealth LLC | 409,594 | $12,910,000 | 10.07% |
| Spinnaker Investment Group, LLC | 633,389 | $20,395,000 | 6.64% |