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 | $26,027 | -3.4% | 869 | 0.0% | 0.01% | -16.7% |
Q2 2023 | $26,931 | -67.2% | 869 | -69.5% | 0.01% | -66.7% |
Q1 2023 | $81,995 | +8.0% | 2,850 | +1.5% | 0.02% | +5.9% |
Q4 2022 | $75,899 | +6.9% | 2,809 | -0.9% | 0.02% | -10.5% |
Q3 2022 | $71,000 | -54.8% | 2,834 | -52.4% | 0.02% | -54.8% |
Q2 2022 | $157,000 | +61.9% | 5,958 | +94.5% | 0.04% | -4.5% |
Q1 2022 | $97,000 | -47.8% | 3,064 | -45.7% | 0.04% | -15.4% |
Q4 2021 | $186,000 | +9.4% | 5,646 | +0.0% | 0.05% | -8.8% |
Q3 2021 | $170,000 | +0.6% | 5,645 | +0.7% | 0.06% | -6.6% |
Q2 2021 | $169,000 | +1026.7% | 5,603 | +985.9% | 0.06% | +916.7% |
Q1 2021 | $15,000 | – | 516 | – | 0.01% | – |
Download |
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% |