DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 33 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,548,637 | -49.7% | 252,042 | -53.2% | 0.34% | +2.7% |
| Q2 2023 | $15,012,678 | +140.4% | 538,960 | +113.3% | 0.33% | +21.3% |
| Q1 2023 | $6,245,993 | +104733.7% | 252,669 | +5.2% | 0.27% | +71.1% |
| Q4 2022 | $5,958 | -99.9% | 240,216 | +14.1% | 0.16% | +16.9% |
| Q3 2022 | $5,227,000 | +46.7% | 210,613 | +46.9% | 0.14% | +21.4% |
| Q2 2022 | $3,563,000 | -38.1% | 143,401 | -38.0% | 0.11% | +55.6% |
| Q1 2022 | $5,753,000 | +168.6% | 231,455 | +259.3% | 0.07% | +71.4% |
| Q4 2021 | $2,142,000 | +96.9% | 64,417 | +79.8% | 0.04% | +90.9% |
| Q3 2021 | $1,088,000 | +35.2% | 35,833 | +34.1% | 0.02% | +29.4% |
| Q2 2021 | $805,000 | +36.2% | 26,724 | +27.5% | 0.02% | +41.7% |
| Q1 2021 | $591,000 | +1937.9% | 20,959 | +1798.5% | 0.01% | +1100.0% |
| Q4 2020 | $29,000 | – | 1,104 | – | 0.00% | – |
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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% |