DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 277 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,676,151 | +3.0% | 156,131 | +6.6% | 0.06% | -21.6% |
| Q2 2023 | $4,537,785 | +7.8% | 146,427 | +0.1% | 0.07% | +2.8% |
| Q1 2023 | $4,209,022 | +2.0% | 146,299 | -4.2% | 0.07% | -10.0% |
| Q4 2022 | $4,124,739 | +16.8% | 152,654 | +8.8% | 0.08% | +1.3% |
| Q3 2022 | $3,532,000 | +17.0% | 140,362 | +23.1% | 0.08% | +23.4% |
| Q2 2022 | $3,018,000 | -3.4% | 114,020 | +15.0% | 0.06% | +48.8% |
| Q1 2022 | $3,124,000 | – | 99,126 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,373,613 | $106,336,000 | 46.99% |
| Aquire Wealth Advisors, LLC | 1,514,919 | $47,750,000 | 25.43% |
| Northland Capital Management LLC | 585,829 | $18,465,000 | 18.35% |
| Meridian Wealth Partners, LLC | 2,521,155 | $79,467,000 | 16.72% |
| Ullmann Wealth Partners Group, LLC | 1,942,345 | $61,223,000 | 15.64% |
| AWM CAPITAL, LLC | 597,128 | $18,821,000 | 11.59% |
| PBMares Wealth Management LLC | 535,859 | $16,890,000 | 10.40% |
| Syverson Strege & Co | 297,916 | $9,390,000 | 10.21% |
| FirstPurpose Wealth LLC | 409,594 | $12,910,000 | 10.07% |
| Spinnaker Investment Group, LLC | 633,389 | $20,395,000 | 6.64% |