DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,650,178 | +198.7% | 55,098 | +209.1% | 0.13% | +149.0% |
| Q2 2023 | $552,492 | +17.2% | 17,828 | +8.8% | 0.05% | +70.0% |
| Q1 2023 | $471,449 | -35.4% | 16,387 | -39.4% | 0.03% | -58.9% |
| Q4 2022 | $730,355 | -2.5% | 27,030 | -9.3% | 0.07% | +151.7% |
| Q3 2022 | $749,000 | +8.9% | 29,813 | +14.6% | 0.03% | -69.5% |
| Q2 2022 | $688,000 | -14.9% | 26,015 | +1.4% | 0.10% | +9.2% |
| Q1 2022 | $808,000 | -9.9% | 25,649 | -5.6% | 0.09% | -6.5% |
| Q4 2021 | $897,000 | +43.3% | 27,173 | +39.2% | 0.09% | +17.7% |
| Q3 2021 | $626,000 | – | 19,516 | – | 0.08% | – |
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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% |