DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 187 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $545,989 | -6.2% | 18,230 | -3.0% | 0.01% | +11.1% |
| Q2 2023 | $582,364 | +1.3% | 18,792 | -6.0% | 0.01% | -10.0% |
| Q1 2023 | $575,141 | +6.5% | 19,991 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $540,157 | +7.4% | 19,991 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $503,000 | -7.9% | 19,991 | -3.3% | 0.01% | -8.3% |
| Q2 2022 | $546,000 | -61.2% | 20,669 | -53.7% | 0.01% | -57.1% |
| Q1 2022 | $1,407,000 | -9.6% | 44,638 | -5.4% | 0.03% | -6.7% |
| Q4 2021 | $1,557,000 | +19.2% | 47,181 | +8.8% | 0.03% | -3.2% |
| Q3 2021 | $1,306,000 | +166.5% | 43,347 | +167.3% | 0.03% | +158.3% |
| Q2 2021 | $490,000 | +60.7% | 16,215 | +50.0% | 0.01% | +33.3% |
| Q1 2021 | $305,000 | – | 10,809 | – | 0.01% | – |
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% |