DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 224 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
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. | 3,373,613 | $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% |