DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 187 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $597,788 | -98.3% | 19,960 | -98.3% | 0.11% | -98.5% |
| Q2 2023 | $36,120,739 | -43.0% | 1,165,561 | -47.1% | 7.24% | -49.7% |
| Q1 2023 | $63,391,409 | +8.8% | 2,203,386 | +2.2% | 14.41% | +0.6% |
| Q4 2022 | $58,269,714 | +8.9% | 2,156,540 | +1.4% | 14.32% | -2.9% |
| Q3 2022 | $53,492,000 | -3.0% | 2,126,913 | +1.9% | 14.75% | -1.3% |
| Q2 2022 | $55,155,000 | -9.9% | 2,086,827 | +7.4% | 14.94% | -4.5% |
| Q1 2022 | $61,223,000 | +0.4% | 1,942,345 | +5.2% | 15.64% | -3.9% |
| Q4 2021 | $60,953,000 | – | 1,847,064 | – | 16.28% | – |
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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% |