DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 224 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $858,367 | -6.6% | 28,660 | -3.4% | 0.03% | -12.9% |
| Q2 2023 | $919,070 | -12.7% | 29,657 | -18.9% | 0.03% | -26.2% |
| Q1 2023 | $1,052,579 | -13.9% | 36,586 | -19.1% | 0.04% | -32.3% |
| Q4 2022 | $1,222,666 | -57.5% | 45,250 | -60.4% | 0.06% | -62.7% |
| Q3 2022 | $2,874,000 | -36.7% | 114,287 | -33.5% | 0.17% | -35.9% |
| Q2 2022 | $4,542,000 | -16.0% | 171,850 | +0.2% | 0.26% | -3.4% |
| Q1 2022 | $5,404,000 | +369.9% | 171,441 | +391.8% | 0.27% | +387.3% |
| Q4 2021 | $1,150,000 | +296.6% | 34,858 | +261.9% | 0.06% | +243.8% |
| Q3 2021 | $290,000 | – | 9,631 | – | 0.02% | – |
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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% |