DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 224 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,995,756 | -1.9% | 3,071,645 | +1.5% | 38.36% | +2.6% |
| Q2 2023 | $93,762,216 | +17.3% | 3,025,564 | +8.9% | 37.41% | +7.0% |
| Q1 2023 | $79,917,047 | +25.3% | 2,777,791 | +17.7% | 34.97% | +10.2% |
| Q4 2022 | $63,758,040 | +55.1% | 2,359,661 | +44.4% | 31.72% | +33.0% |
| Q3 2022 | $41,095,000 | +9.2% | 1,634,010 | +14.8% | 23.86% | +8.6% |
| Q2 2022 | $37,625,000 | -21.2% | 1,423,581 | -6.0% | 21.96% | -13.6% |
| Q1 2022 | $47,750,000 | +4.1% | 1,514,919 | +9.0% | 25.43% | +5.9% |
| Q4 2021 | $45,885,000 | – | 1,390,441 | – | 24.02% | – |
Download | ||||||
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% |