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 | $9,271,563 | -5.5% | 316,868 | +2.1% | 0.50% | -2.0% |
| Q2 2023 | $9,806,408 | +11.8% | 310,428 | +2.3% | 0.51% | -0.4% |
| Q1 2023 | $8,770,491 | +12.9% | 303,477 | +15.3% | 0.51% | +7.6% |
| Q4 2022 | $7,766,682 | +8.9% | 263,188 | -0.5% | 0.48% | -6.5% |
| Q3 2022 | $7,133,000 | +3.0% | 264,576 | +10.2% | 0.51% | +1.6% |
| Q2 2022 | $6,926,000 | +12.7% | 240,169 | +7.6% | 0.50% | +6.8% |
| Q1 2022 | $6,145,000 | -5.8% | 223,145 | +5.0% | 0.47% | +1.5% |
| Q4 2021 | $6,522,000 | -2.2% | 212,434 | +3.8% | 0.46% | -1.1% |
| Q3 2021 | $6,667,000 | -44.2% | 204,586 | -47.2% | 0.47% | +5.2% |
| Q2 2021 | $11,948,000 | +112.2% | 387,552 | +104.1% | 0.44% | -4.5% |
| Q1 2021 | $5,630,000 | +22.8% | 189,882 | +12.6% | 0.46% | +6.9% |
| Q4 2020 | $4,583,000 | – | 168,604 | – | 0.44% | – |
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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% |