DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 314 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
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. | 3,373,613 | $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% |