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 | $13,601,712 | -50.2% | 454,148 | -48.5% | 0.55% | +2.8% |
| Q2 2023 | $27,304,232 | +135.6% | 881,066 | +118.7% | 0.54% | -18.7% |
| Q1 2023 | $11,590,377 | +20.9% | 402,863 | +13.5% | 0.66% | +121.9% |
| Q4 2022 | $9,586,771 | +41.4% | 354,803 | +31.6% | 0.30% | -49.3% |
| Q3 2022 | $6,782,000 | +5.7% | 269,671 | +11.1% | 0.59% | +9.3% |
| Q2 2022 | $6,414,000 | +36.1% | 242,687 | +62.3% | 0.54% | +61.0% |
| Q1 2022 | $4,714,000 | +23.7% | 149,557 | +29.5% | 0.33% | +22.0% |
| Q4 2021 | $3,812,000 | +40.6% | 115,527 | +28.5% | 0.27% | +16.2% |
| Q3 2021 | $2,711,000 | +17.8% | 89,931 | +18.1% | 0.24% | +14.6% |
| Q2 2021 | $2,301,000 | +42.7% | 76,151 | +33.1% | 0.20% | +24.2% |
| Q1 2021 | $1,613,000 | +558.4% | 57,222 | +514.6% | 0.16% | +489.3% |
| Q4 2020 | $245,000 | -96.4% | 9,311 | -96.5% | 0.03% | -95.2% |
| Q3 2011 | $6,782,000 | – | 269,671 | – | 0.59% | – |
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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% |