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 | $12,451,957 | +82.9% | 415,758 | +89.2% | 0.11% | +87.7% |
| Q2 2023 | $6,809,650 | +141.7% | 219,737 | +124.4% | 0.06% | +128.0% |
| Q1 2023 | $2,816,957 | +14.7% | 97,913 | +7.7% | 0.02% | +8.7% |
| Q4 2022 | $2,456,037 | +21.9% | 90,897 | +13.5% | 0.02% | -42.5% |
| Q3 2022 | $2,014,000 | +13.1% | 80,085 | +18.9% | 0.04% | +42.9% |
| Q2 2022 | $1,780,000 | -6.1% | 67,355 | +12.0% | 0.03% | +3.7% |
| Q1 2022 | $1,896,000 | -0.8% | 60,165 | +3.9% | 0.03% | 0.0% |
| Q4 2021 | $1,911,000 | +20.2% | 57,922 | +9.8% | 0.03% | +8.0% |
| Q3 2021 | $1,590,000 | – | 52,758 | – | 0.02% | – |
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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% |