DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
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. | 3,749,790 | $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% |