DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 187 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,286 | +7.8% | 79,462 | +1.2% | 0.94% | -0.6% |
| Q4 2022 | $2,121 | -99.9% | 78,484 | -9.5% | 0.94% | -9.1% |
| Q3 2022 | $2,181,000 | +3.2% | 86,723 | +8.4% | 1.04% | +7.2% |
| Q2 2022 | $2,114,000 | +70.6% | 79,991 | +103.5% | 0.97% | +91.3% |
| Q1 2022 | $1,239,000 | -1.9% | 39,299 | +2.6% | 0.51% | +2.8% |
| Q4 2021 | $1,263,000 | +22.1% | 38,286 | +11.6% | 0.49% | +14.2% |
| Q3 2021 | $1,034,000 | +29.7% | 34,308 | +30.1% | 0.43% | +24.9% |
| Q2 2021 | $797,000 | – | 26,379 | – | 0.34% | – |
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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% |