DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 1 filers reported holding DIMENSIONAL ETF TRUST in Q1 2010. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $863,698 | -2.5% | 28,838 | +0.8% | 0.94% | +0.4% |
| Q2 2023 | $886,252 | +20.7% | 28,598 | +5.3% | 0.94% | +9.6% |
| Q4 2022 | $733,971 | +8.6% | 27,164 | +1.0% | 0.86% | -2.3% |
| Q3 2022 | $676,000 | +119.5% | 26,889 | +130.4% | 0.88% | +131.7% |
| Q2 2022 | $308,000 | -12.0% | 11,670 | +5.1% | 0.38% | -1.8% |
| Q1 2022 | $350,000 | -4.6% | 11,107 | 0.0% | 0.38% | -1.5% |
| Q4 2021 | $367,000 | -53.3% | 11,107 | -59.4% | 0.39% | -55.6% |
| Q1 2010 | $786,428 | – | 27,335 | – | 0.88% | – |
Download | ||||||
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% |