DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $350,730 | -7.0% | 11,711 | -3.8% | 0.01% | -10.0% |
Q2 2023 | $377,086 | -24.6% | 12,168 | -30.0% | 0.01% | -28.6% |
Q1 2023 | $500,051 | +1.2% | 17,381 | -5.0% | 0.01% | -6.7% |
Q4 2022 | $494,223 | +51.1% | 18,291 | +40.6% | 0.02% | +25.0% |
Q3 2022 | $327,000 | +10.8% | 13,008 | +16.5% | 0.01% | +20.0% |
Q2 2022 | $295,000 | -16.7% | 11,163 | -0.7% | 0.01% | 0.0% |
Q1 2022 | $354,000 | -1.7% | 11,238 | +2.9% | 0.01% | 0.0% |
Q4 2021 | $360,000 | +21.2% | 10,923 | +11.0% | 0.01% | +11.1% |
Q3 2021 | $297,000 | +4.9% | 9,843 | +5.1% | 0.01% | 0.0% |
Q2 2021 | $283,000 | – | 9,363 | – | 0.01% | – |
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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% |