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 | $3,433,914 | -7.3% | 114,654 | -4.1% | 0.32% | -3.6% |
| Q2 2023 | $3,703,158 | -7.8% | 119,495 | -14.4% | 0.33% | -12.2% |
| Q1 2023 | $4,017,422 | +60.3% | 139,639 | +50.6% | 0.38% | +47.1% |
| Q4 2022 | $2,505,686 | -99.9% | 92,734 | -14.8% | 0.26% | -15.5% |
| Q3 2022 | $2,737,596,000 | -14.9% | 108,850 | -10.6% | 0.30% | -14.1% |
| Q2 2022 | $3,217,969,000 | -18.2% | 121,754 | -2.4% | 0.35% | -5.3% |
| Q1 2022 | $3,933,522,000 | -7.0% | 124,794 | -2.6% | 0.37% | -4.8% |
| Q4 2021 | $4,229,354,000 | +12.0% | 128,162 | +1.1% | 0.39% | +9.8% |
| Q3 2021 | $3,777,728,000 | +8.9% | 126,739 | +10.3% | 0.36% | +6.9% |
| Q2 2021 | $3,470,033,000 | +34.5% | 114,863 | +25.4% | 0.34% | +26.9% |
| Q1 2021 | $2,580,195,000 | +95.7% | 91,561 | +96.3% | 0.26% | +77.2% |
| Q4 2020 | $1,318,377,000 | – | 46,649 | – | 0.15% | – |
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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% |