DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 224 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,642 | -3.4% | 1,357 | 0.0% | 0.01% | +16.7% |
| Q2 2023 | $42,053 | +7.7% | 1,357 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $39,040 | +6.5% | 1,357 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $36,666 | -99.9% | 1,357 | -28.6% | 0.01% | -33.3% |
| Q3 2022 | $47,810,000 | +33.3% | 1,901 | +40.1% | 0.01% | +50.0% |
| Q2 2022 | $35,865,000 | -15.7% | 1,357 | +0.6% | 0.01% | -14.3% |
| Q1 2022 | $42,520,000 | -4.5% | 1,349 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $44,517,000 | +9.5% | 1,349 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $40,658,000 | -0.2% | 1,349 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $40,753,000 | +81.0% | 1,349 | +68.8% | 0.01% | +75.0% |
| Q1 2021 | $22,515,000 | – | 799 | – | 0.00% | – |
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% |