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 | $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. | 3,423,918 | $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% |