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 | $6,551,622 | +23.8% | 218,751 | +28.0% | 0.01% | 0.0% |
| Q2 2023 | $5,292,510 | -11.8% | 170,922 | -18.0% | 0.01% | -9.1% |
| Q1 2023 | $5,999,006 | +25.5% | 208,556 | +17.9% | 0.01% | +10.0% |
| Q4 2022 | $4,781,000 | +20.4% | 176,955 | +12.1% | 0.01% | +11.1% |
| Q3 2022 | $3,970,000 | -2.1% | 157,875 | +2.9% | 0.01% | 0.0% |
| Q2 2022 | $4,057,000 | -45.2% | 153,370 | +26.5% | 0.01% | -35.7% |
| Q1 2022 | $7,401,000 | +180.9% | 121,207 | +51.9% | 0.01% | +180.0% |
| Q4 2021 | $2,635,000 | +43.8% | 79,800 | +31.5% | 0.01% | +25.0% |
| Q3 2021 | $1,832,000 | +39.7% | 60,690 | +39.9% | 0.00% | +33.3% |
| Q2 2021 | $1,311,000 | +100.2% | 43,381 | +86.7% | 0.00% | +50.0% |
| Q1 2021 | $655,000 | – | 23,235 | – | 0.00% | – |
Download | ||||||
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% |