DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 116 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
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. | 3,423,918 | $90,494,000 | 49.10% |
| Aquire Wealth Advisors, LLC | 1,423,581 | $37,625,000 | 21.96% |
| Meridian Wealth Partners, LLC | 2,556,761 | $67,575,000 | 16.04% |
| Ullmann Wealth Partners Group, LLC | 2,086,827 | $55,155,000 | 14.94% |
| Spinnaker Investment Group, LLC | 850,480 | $22,478,000 | 9.16% |
| FirstPurpose Wealth LLC | 501,392 | $13,252,000 | 8.91% |
| Northland Capital Management LLC | 321,540 | $8,498,000 | 7.81% |
| AWM CAPITAL, LLC | 580,671 | $15,347,000 | 7.52% |
| Highland Financial Advisors, LLC | 364,799 | $9,642,000 | 6.61% |
| Morling Financial Advisors, LLC | 174,561 | $4,614,000 | 6.02% |