DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 116 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,651,294 | +45.2% | 88,524 | +50.2% | 0.00% | 0.0% |
| Q2 2023 | $1,825,931 | +711.9% | 58,920 | +653.7% | 0.00% | – |
| Q1 2023 | $224,895 | -76.2% | 7,817 | -77.7% | 0.00% | – |
| Q4 2022 | $945,970 | -31.5% | 35,010 | -36.2% | 0.00% | -100.0% |
| Q3 2022 | $1,380,000 | -3.4% | 54,885 | +1.5% | 0.00% | 0.0% |
| Q2 2022 | $1,429,000 | -60.2% | 54,066 | -52.6% | 0.00% | 0.0% |
| Q1 2022 | $3,594,000 | -6.0% | 114,026 | -1.6% | 0.00% | 0.0% |
| Q4 2021 | $3,823,000 | +13.8% | 115,854 | +3.9% | 0.00% | 0.0% |
| Q3 2021 | $3,360,000 | -26.9% | 111,476 | -26.7% | 0.00% | 0.0% |
| Q2 2021 | $4,597,000 | – | 152,179 | – | 0.00% | – |
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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% |