DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 213 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,323,000 | -54.6% | 92,350 | -52.3% | 0.22% | -52.0% |
| Q2 2022 | $5,113,000 | +80.0% | 193,453 | +114.6% | 0.46% | +124.6% |
| Q1 2022 | $2,841,000 | +4.7% | 90,125 | +0.1% | 0.20% | -5.1% |
| Q4 2021 | $2,713,000 | 0.0% | 90,023 | 0.0% | 0.21% | -14.1% |
| Q3 2021 | $2,713,000 | +11.2% | 90,023 | +11.5% | 0.25% | +36.1% |
| Q2 2021 | $2,439,000 | +90.8% | 80,750 | +78.0% | 0.18% | +66.4% |
| Q1 2021 | $1,278,000 | – | 45,361 | – | 0.11% | – |
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% |