DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 71 filers reported holding DIMENSIONAL ETF TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,343,092 | -0.7% | 2,515,629 | +2.8% | 0.65% | +0.5% |
| Q2 2023 | $75,866,437 | +12.9% | 2,448,094 | +4.8% | 0.64% | -4.7% |
| Q1 2023 | $67,223,714 | +8.1% | 2,336,591 | +1.5% | 0.68% | -2.0% |
| Q4 2022 | $62,209,784 | +25.1% | 2,302,361 | +16.4% | 0.69% | +9.7% |
| Q3 2022 | $49,745,000 | +3.2% | 1,977,949 | +8.5% | 0.63% | -4.8% |
| Q2 2022 | $48,190,000 | +49.2% | 1,823,308 | +77.9% | 0.66% | +60.2% |
| Q1 2022 | $32,300,000 | +0.2% | 1,024,737 | +4.9% | 0.41% | -9.8% |
| Q4 2021 | $32,223,000 | +18.4% | 976,451 | +8.1% | 0.46% | +0.7% |
| Q3 2021 | $27,226,000 | +5.3% | 903,303 | +5.5% | 0.45% | -5.0% |
| Q2 2021 | $25,866,000 | +36.3% | 856,218 | +27.1% | 0.48% | +22.6% |
| Q1 2021 | $18,978,000 | +1055.1% | 673,444 | +977.7% | 0.39% | +807.0% |
| Q4 2020 | $1,643,000 | – | 62,488 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,373,613 | $106,336,000 | 46.99% |
| Aquire Wealth Advisors, LLC | 1,514,919 | $47,750,000 | 25.43% |
| Northland Capital Management LLC | 585,829 | $18,465,000 | 18.35% |
| Meridian Wealth Partners, LLC | 2,521,155 | $79,467,000 | 16.72% |
| Ullmann Wealth Partners Group, LLC | 1,942,345 | $61,223,000 | 15.64% |
| AWM CAPITAL, LLC | 597,128 | $18,821,000 | 11.59% |
| PBMares Wealth Management LLC | 535,859 | $16,890,000 | 10.40% |
| Syverson Strege & Co | 297,916 | $9,390,000 | 10.21% |
| FirstPurpose Wealth LLC | 409,594 | $12,910,000 | 10.07% |
| Spinnaker Investment Group, LLC | 633,389 | $20,395,000 | 6.64% |