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 | $9,667,865 | -5.6% | 322,800 | -2.3% | 0.01% | -7.1% |
Q2 2023 | $10,242,729 | +11.8% | 330,517 | +3.8% | 0.01% | +7.7% |
Q1 2023 | $9,160,389 | -38.7% | 318,401 | -42.4% | 0.01% | -40.9% |
Q4 2022 | $14,941,636 | +6849.6% | 552,984 | +6368.4% | 0.02% | – |
Q3 2022 | $215,000 | -27.1% | 8,549 | -23.4% | 0.00% | – |
Q2 2022 | $295,000 | +7.7% | 11,165 | +28.5% | 0.00% | – |
Q1 2022 | $274,000 | – | 8,692 | – | 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% |