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 | $3,884,755 | +0.5% | 129,708 | +4.0% | 0.38% | -0.5% |
| Q2 2023 | $3,866,746 | +15.5% | 124,774 | +7.2% | 0.38% | -3.3% |
| Q1 2023 | $3,348,051 | +8.1% | 116,373 | +1.5% | 0.40% | +7.6% |
| Q4 2022 | $3,096,627 | -13.0% | 114,605 | -19.1% | 0.37% | -20.6% |
| Q3 2022 | $3,561,000 | -1.8% | 141,590 | +3.2% | 0.46% | +5.2% |
| Q2 2022 | $3,625,000 | -12.4% | 137,168 | +4.4% | 0.44% | -2.7% |
| Q1 2022 | $4,140,000 | +10.7% | 131,349 | +15.9% | 0.45% | +1.8% |
| Q4 2021 | $3,741,000 | +1.4% | 113,359 | -7.4% | 0.44% | -4.9% |
| Q3 2021 | $3,690,000 | +57.1% | 122,435 | +57.4% | 0.47% | +58.0% |
| Q2 2021 | $2,349,000 | +64.2% | 77,771 | +53.2% | 0.30% | +46.0% |
| Q1 2021 | $1,431,000 | – | 50,776 | – | 0.20% | – |
Download | ||||||
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% |