DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 116 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,373,613 | $106,336,000 | 46.99% |
| Aquire Wealth Advisors, LLC | 1,514,919 | $47,750,000 | 25.43% |
| Northland Capital Management LLC | 585,829 | $18,465,000 | 18.35% |
| Meridian Wealth Partners, LLC | 2,521,155 | $79,467,000 | 16.72% |
| Ullmann Wealth Partners Group, LLC | 1,942,345 | $61,223,000 | 15.64% |
| AWM CAPITAL, LLC | 597,128 | $18,821,000 | 11.59% |
| PBMares Wealth Management LLC | 535,859 | $16,890,000 | 10.40% |
| Syverson Strege & Co | 297,916 | $9,390,000 | 10.21% |
| FirstPurpose Wealth LLC | 409,594 | $12,910,000 | 10.07% |
| Spinnaker Investment Group, LLC | 633,389 | $20,395,000 | 6.64% |