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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $442,511 | +5.1% | 13,309 | -5.4% | 0.13% | -1.5% |
| Q3 2023 | $421,153 | -3.4% | 14,062 | +0.0% | 0.13% | -3.6% |
| Q2 2023 | $435,758 | +7.7% | 14,061 | 0.0% | 0.14% | +2.2% |
| Q1 2023 | $404,524 | +6.5% | 14,061 | +0.0% | 0.14% | -1.4% |
| Q4 2022 | $379,903 | -27.1% | 14,060 | -32.1% | 0.14% | -32.4% |
| Q3 2022 | $521,000 | -4.8% | 20,701 | 0.0% | 0.20% | +2.0% |
| Q2 2022 | $547,000 | -32.9% | 20,701 | -19.9% | 0.20% | -23.1% |
| Q1 2022 | $815,000 | -4.5% | 25,851 | +0.0% | 0.26% | -6.5% |
| Q4 2021 | $853,000 | +9.5% | 25,844 | +0.1% | 0.28% | +1.1% |
| Q3 2021 | $779,000 | +32.3% | 25,831 | +32.6% | 0.28% | +26.1% |
| Q2 2021 | $589,000 | +7.3% | 19,482 | 0.0% | 0.22% | +9.0% |
| Q1 2021 | $549,000 | – | 19,482 | – | 0.20% | – |
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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% |