DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 294 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,289,862 | -10.3% | 343,568 | -7.1% | 0.70% | -6.9% |
| Q2 2023 | $11,466,176 | +5.0% | 369,996 | -2.5% | 0.76% | +2.3% |
| Q1 2023 | $10,917,035 | +6.4% | 379,459 | -0.1% | 0.74% | +1.7% |
| Q4 2022 | $10,258,494 | +25.9% | 379,663 | +17.2% | 0.73% | +20.4% |
| Q3 2022 | $8,150,000 | -9.6% | 324,045 | -5.0% | 0.60% | -8.6% |
| Q2 2022 | $9,019,000 | +36.9% | 341,240 | +63.3% | 0.66% | +48.6% |
| Q1 2022 | $6,586,000 | -4.2% | 208,951 | +0.3% | 0.44% | -19.1% |
| Q4 2021 | $6,876,000 | +12.3% | 208,376 | +2.6% | 0.55% | +2.6% |
| Q3 2021 | $6,123,000 | +1.8% | 203,144 | +2.1% | 0.54% | +0.2% |
| Q2 2021 | $6,012,000 | +123.4% | 198,996 | +108.4% | 0.53% | +99.3% |
| Q1 2021 | $2,691,000 | – | 95,492 | – | 0.27% | – |
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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% |