DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 96 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,247,137 | +17.9% | 308,752 | +22.0% | 1.38% | +23.9% |
| Q2 2023 | $7,844,902 | +6.7% | 253,143 | -0.9% | 1.11% | -2.0% |
| Q1 2023 | $7,351,627 | +120122.8% | 255,531 | +12.9% | 1.13% | +11.7% |
| Q4 2022 | $6,115 | -99.8% | 226,323 | +91.3% | 1.02% | +75.6% |
| Q3 2022 | $2,976,000 | +99.6% | 118,316 | +109.7% | 0.58% | +108.7% |
| Q2 2022 | $1,491,000 | +29.4% | 56,425 | +54.4% | 0.28% | +19.4% |
| Q1 2022 | $1,152,000 | +20.3% | 36,537 | +25.9% | 0.23% | +17.2% |
| Q4 2021 | $958,000 | +9.5% | 29,026 | -0.0% | 0.20% | +2.1% |
| Q3 2021 | $875,000 | +8.8% | 29,032 | +9.1% | 0.19% | +1.0% |
| Q2 2021 | $804,000 | +80.3% | 26,601 | +68.1% | 0.19% | +17.1% |
| Q1 2021 | $446,000 | – | 15,823 | – | 0.16% | – |
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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% |