DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 213 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $219,993 | -3.3% | 7,338 | 0.0% | 0.03% | -3.2% |
Q2 2023 | $227,405 | +2.9% | 7,338 | -4.5% | 0.03% | -8.8% |
Q1 2023 | $221,040 | +6.5% | 7,683 | 0.0% | 0.03% | +6.2% |
Q4 2022 | $207,595 | +90.5% | 7,683 | +86.2% | 0.03% | +88.2% |
Q2 2022 | $109,000 | +87.9% | 4,126 | +126.0% | 0.02% | +112.5% |
Q1 2022 | $58,000 | -3.3% | 1,826 | 0.0% | 0.01% | -11.1% |
Q4 2021 | $60,000 | +9.1% | 1,826 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $55,000 | – | 1,826 | – | 0.01% | – |
Download |
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% |