DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 33 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,312 | +123.3% | 268,713 | +107.6% | 0.21% | +12.5% |
| Q1 2023 | $3,723 | +10.9% | 129,414 | +4.1% | 0.18% | -0.5% |
| Q4 2022 | $3,358 | -99.9% | 124,263 | -1.9% | 0.18% | -3.1% |
| Q3 2022 | $3,186,000 | -17.5% | 126,669 | -13.3% | 0.19% | -8.6% |
| Q2 2022 | $3,863,000 | -19.7% | 146,158 | -4.2% | 0.21% | -16.1% |
| Q1 2022 | $4,808,000 | -4.6% | 152,544 | -0.1% | 0.25% | 0.0% |
| Q4 2021 | $5,039,000 | +2.9% | 152,707 | -6.0% | 0.25% | -13.5% |
| Q3 2021 | $4,899,000 | +2.1% | 162,532 | +2.3% | 0.29% | -2.7% |
| Q2 2021 | $4,799,000 | +8.9% | 158,840 | +1.5% | 0.30% | -11.4% |
| Q1 2021 | $4,408,000 | +435.0% | 156,440 | +398.9% | 0.33% | +391.2% |
| Q4 2020 | $824,000 | – | 31,356 | – | 0.07% | – |
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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% |