DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 277 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. 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. | 3,749,790 | $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% |