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 | $56,880,847 | -1.8% | 1,899,194 | +1.6% | 11.84% | -0.4% |
| Q2 2023 | $57,912,471 | +11.0% | 1,868,747 | +3.0% | 11.89% | +4.6% |
| Q1 2023 | $52,195,256 | +7.3% | 1,814,225 | +0.8% | 11.36% | +1.0% |
| Q4 2022 | $48,645,740 | +11.5% | 1,800,360 | +3.7% | 11.25% | +3.0% |
| Q3 2022 | $43,646,000 | -35.4% | 1,735,410 | -32.1% | 10.92% | -31.9% |
| Q2 2022 | $67,575,000 | -15.0% | 2,556,761 | +1.4% | 16.04% | -4.0% |
| Q1 2022 | $79,467,000 | -2.0% | 2,521,155 | +2.6% | 16.72% | +2.9% |
| Q4 2021 | $81,124,000 | +9.4% | 2,458,318 | -0.1% | 16.25% | +1.3% |
| Q3 2021 | $74,144,000 | +0.0% | 2,459,995 | +0.3% | 16.04% | -7.3% |
| Q2 2021 | $74,115,000 | +7.4% | 2,453,319 | +0.2% | 17.30% | -16.5% |
| Q1 2021 | $68,983,000 | – | 2,447,932 | – | 20.72% | – |
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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% |