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 | $922,575 | -3.8% | 30,804 | -0.5% | 0.08% | -2.3% |
| Q2 2023 | $959,024 | +9.7% | 30,946 | +1.8% | 0.09% | 0.0% |
| Q1 2023 | $874,358 | +36.8% | 30,391 | +28.5% | 0.09% | +26.1% |
| Q4 2022 | $639,232 | +8.0% | 23,658 | +0.5% | 0.07% | -1.4% |
| Q3 2022 | $592,000 | +27.0% | 23,548 | +66.6% | 0.07% | +70.7% |
| Q4 2021 | $466,000 | +32.8% | 14,133 | +21.5% | 0.04% | +13.9% |
| Q3 2021 | $351,000 | -12.2% | 11,633 | -18.1% | 0.04% | -39.0% |
| Q1 2021 | $400,000 | – | 14,210 | – | 0.06% | – |
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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% |