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 | $481,881 | +22.9% | 16,090 | +27.2% | 0.02% | +15.0% |
| Q2 2023 | $392,028 | +26.7% | 12,650 | +17.6% | 0.02% | +11.1% |
| Q1 2023 | $309,392 | +12.1% | 10,754 | +5.3% | 0.02% | -5.3% |
| Q4 2022 | $275,939 | -70.9% | 10,212 | -71.5% | 0.02% | -74.0% |
| Q2 2022 | $948,000 | -10.6% | 35,882 | +6.7% | 0.07% | -1.4% |
| Q1 2022 | $1,060,000 | +1.7% | 33,624 | +6.5% | 0.07% | 0.0% |
| Q4 2021 | $1,042,000 | +27.2% | 31,569 | +16.2% | 0.07% | +19.4% |
| Q3 2021 | $819,000 | +15.5% | 27,173 | +15.7% | 0.06% | +10.7% |
| Q2 2021 | $709,000 | +63.4% | 23,482 | +52.4% | 0.06% | +40.0% |
| Q1 2021 | $434,000 | – | 15,408 | – | 0.04% | – |
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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% |