DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,026,588 | -3.2% | 234,611 | +0.1% | 0.12% | 0.0% |
| Q2 2023 | $7,262,547 | +103680.3% | 234,351 | -3.7% | 0.12% | -13.9% |
| Q1 2023 | $6,998 | +127.4% | 243,240 | +113.6% | 0.14% | +71.4% |
| Q4 2022 | $3,077 | -99.2% | 113,877 | +673.9% | 0.08% | +600.0% |
| Q3 2022 | $370,000 | -16.5% | 14,714 | -12.3% | 0.01% | -14.3% |
| Q2 2022 | $443,000 | -14.8% | 16,773 | +1.7% | 0.01% | -12.5% |
| Q1 2022 | $520,000 | +30.7% | 16,488 | +36.6% | 0.02% | +33.3% |
| Q4 2021 | $398,000 | +24.8% | 12,069 | +14.0% | 0.01% | +20.0% |
| Q3 2021 | $319,000 | – | 10,585 | – | 0.01% | – |
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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% |