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 | $4,340,123 | +51.3% | 144,913 | +56.5% | 0.71% | +52.1% |
| Q2 2023 | $2,868,775 | -12.2% | 92,571 | -18.5% | 0.47% | -22.8% |
| Q1 2023 | $3,268,409 | +38.1% | 113,605 | +29.7% | 0.60% | +26.6% |
| Q4 2022 | $2,366,768 | +67.5% | 87,593 | +55.9% | 0.48% | +56.4% |
| Q3 2022 | $1,413,000 | +136.7% | 56,200 | +210.9% | 0.30% | +177.3% |
| Q4 2021 | $597,000 | +9.9% | 18,077 | +0.4% | 0.11% | +2.8% |
| Q3 2021 | $543,000 | +6.9% | 18,007 | +7.1% | 0.11% | +2.9% |
| Q2 2021 | $508,000 | +36.2% | 16,807 | +27.0% | 0.10% | +19.5% |
| Q1 2021 | $373,000 | – | 13,232 | – | 0.09% | – |
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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% |