DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 96 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,166,552 | -19.4% | 38,950 | -16.6% | 0.00% | – |
| Q2 2023 | $1,447,109 | -83.4% | 46,696 | -84.6% | 0.00% | -100.0% |
| Q1 2023 | $8,718,173 | +196.4% | 303,030 | +178.4% | 0.00% | +300.0% |
| Q4 2022 | $2,940,965 | -37.3% | 108,844 | -38.7% | 0.00% | -50.0% |
| Q2 2022 | $4,690,000 | +1192.0% | 177,461 | +1439.1% | 0.00% | – |
| Q1 2022 | $363,000 | -59.1% | 11,530 | -57.1% | 0.00% | – |
| Q4 2021 | $887,000 | -19.4% | 26,891 | -26.2% | 0.00% | – |
| Q2 2021 | $1,101,000 | +90.8% | 36,431 | +78.1% | 0.00% | – |
| Q1 2021 | $577,000 | -27.6% | 20,459 | -32.5% | 0.00% | – |
| Q4 2020 | $797,000 | – | 30,312 | – | 0.00% | – |
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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% |