DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,382 | +61.3% | 79,533 | +66.8% | 0.01% | +57.1% |
| Q2 2023 | $1,477 | +35.4% | 47,673 | +25.7% | 0.01% | +40.0% |
| Q1 2023 | $1,091 | +37.8% | 37,920 | +29.4% | 0.01% | +25.0% |
| Q4 2022 | $792 | -99.9% | 29,311 | -21.3% | 0.00% | -20.0% |
| Q3 2022 | $937,000 | -56.3% | 37,252 | -54.1% | 0.01% | -58.3% |
| Q2 2022 | $2,146,000 | 0.0% | 81,206 | +19.3% | 0.01% | +20.0% |
| Q1 2022 | $2,146,000 | +27.3% | 68,083 | +33.2% | 0.01% | +25.0% |
| Q4 2021 | $1,686,000 | +37.4% | 51,104 | +25.5% | 0.01% | +33.3% |
| Q3 2021 | $1,227,000 | +50.0% | 40,725 | +50.3% | 0.01% | +50.0% |
| Q2 2021 | $818,000 | -2.7% | 27,092 | -9.3% | 0.00% | -20.0% |
| Q1 2021 | $841,000 | +224.7% | 29,861 | +202.9% | 0.01% | +150.0% |
| Q4 2020 | $259,000 | – | 9,858 | – | 0.00% | – |
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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% |