DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 294 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,533,566 | -1.5% | 351,705 | +1.9% | 3.16% | -1.6% |
Q2 2023 | $10,693,192 | +7.2% | 345,053 | -0.5% | 3.21% | +1.6% |
Q1 2023 | $9,974,962 | +5.6% | 346,714 | -0.9% | 3.16% | -0.2% |
Q4 2022 | $9,449,380 | +50.9% | 349,718 | +40.5% | 3.17% | +35.7% |
Q3 2022 | $6,261,000 | -59.9% | 248,961 | -57.9% | 2.34% | -57.8% |
Q2 2022 | $15,614,000 | – | 590,784 | – | 5.53% | – |
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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% |