DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 187 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,155 | -28.3% | 37,269 | -33.4% | 0.24% | +42.5% |
| Q1 2023 | $1,611 | +182.6% | 56,000 | +165.3% | 0.17% | +178.3% |
| Q4 2022 | $570 | -99.9% | 21,107 | +2.3% | 0.06% | +5.3% |
| Q3 2022 | $519,000 | -4.4% | 20,624 | +0.4% | 0.06% | +3.6% |
| Q2 2022 | $543,000 | -6.2% | 20,536 | +11.8% | 0.06% | +25.0% |
| Q1 2022 | $579,000 | – | 18,364 | – | 0.04% | – |
Download | ||||||
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% |