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 | $10,267,538 | -5.8% | 342,823 | -2.5% | 1.53% | -5.5% |
| Q2 2023 | $10,898,811 | +9.7% | 351,688 | +1.9% | 1.62% | +2.2% |
| Q1 2023 | $9,932,468 | +9.6% | 345,237 | +2.9% | 1.58% | -0.3% |
| Q4 2022 | $9,062,643 | -3.7% | 335,405 | -10.4% | 1.59% | -13.3% |
| Q3 2022 | $9,411,000 | +0.2% | 374,213 | +5.3% | 1.83% | -0.7% |
| Q2 2022 | $9,391,000 | +9.2% | 355,319 | +30.3% | 1.84% | +15.7% |
| Q1 2022 | $8,597,000 | +3.4% | 272,763 | +8.2% | 1.59% | +2.2% |
| Q4 2021 | $8,317,000 | +25.5% | 252,038 | +14.6% | 1.56% | +16.3% |
| Q3 2021 | $6,627,000 | +21.4% | 219,883 | +21.7% | 1.34% | +18.9% |
| Q2 2021 | $5,457,000 | +70.1% | 180,629 | +58.6% | 1.13% | +59.7% |
| Q1 2021 | $3,208,000 | +160.8% | 113,855 | +143.3% | 0.70% | +150.9% |
| Q4 2020 | $1,230,000 | – | 46,794 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,749,790 | $94,307,000 | 50.63% |
| Aquire Wealth Advisors, LLC | 1,634,010 | $41,095,000 | 23.86% |
| Ullmann Wealth Partners Group, LLC | 2,126,913 | $53,492,000 | 14.75% |
| Meridian Wealth Partners, LLC | 1,735,410 | $43,646,000 | 10.92% |
| Spinnaker Investment Group, LLC | 1,039,811 | $26,167,000 | 10.24% |
| FirstPurpose Wealth LLC | 551,838 | $13,879,000 | 9.14% |
| Highland Financial Advisors, LLC | 424,014 | $10,664,000 | 7.40% |
| Northland Capital Management LLC | 297,241 | $7,476,000 | 7.01% |
| Financial Connections Group, Inc. | 274,887 | $6,913,000 | 5.83% |
| Morling Financial Advisors, LLC | 166,186 | $4,180,000 | 5.69% |