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 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% | – |
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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% |