DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 294 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $146,152,570 | +2.3% | 4,879,885 | +5.9% | 2.76% | +6.2% |
Q2 2023 | $142,855,300 | +7773.6% | 4,609,723 | +7209.6% | 2.59% | +3605.7% |
Q1 2023 | $1,814,358 | +258.2% | 63,064 | +236.4% | 0.07% | +233.3% |
Q4 2022 | $506,569 | +65.5% | 18,748 | +54.2% | 0.02% | +31.2% |
Q3 2022 | $306,000 | -4.7% | 12,155 | 0.0% | 0.02% | +6.7% |
Q2 2022 | $321,000 | -46.8% | 12,155 | -36.5% | 0.02% | -44.4% |
Q1 2022 | $603,000 | -13.6% | 19,137 | -9.6% | 0.03% | 0.0% |
Q4 2021 | $698,000 | – | 21,166 | – | 0.03% | – |
Download |
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% |