DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,441,857 | -19.4% | 148,309 | -14.9% | 0.04% | -16.7% |
| Q2 2023 | $5,513,755 | +70.7% | 174,376 | +55.3% | 0.05% | +54.8% |
| Q1 2023 | $3,230,390 | +227.2% | 112,283 | +18.8% | 0.03% | -38.0% |
| Q4 2022 | $987,203 | -62.3% | 94,478 | -9.3% | 0.05% | +66.7% |
| Q3 2022 | $2,619,000 | +18.0% | 104,147 | +24.0% | 0.03% | +50.0% |
| Q2 2022 | $2,220,000 | +273.7% | 83,961 | +345.6% | 0.02% | +300.0% |
| Q1 2022 | $594,000 | +36.2% | 18,842 | +30.1% | 0.01% | +66.7% |
| Q3 2021 | $436,000 | +99.1% | 14,482 | +100.0% | 0.00% | +50.0% |
| Q2 2021 | $219,000 | +7.4% | 7,241 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $204,000 | – | 7,241 | – | 0.00% | – |
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% |