DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 277 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,060 | +36.6% | 16,663 | +41.4% | 0.21% | +36.3% |
| Q2 2023 | $365,275 | +65.7% | 11,787 | +53.8% | 0.16% | +49.5% |
| Q1 2023 | $220,466 | -2.6% | 7,663 | -8.6% | 0.10% | -8.7% |
| Q4 2022 | $226,431 | +6.3% | 8,380 | -0.9% | 0.12% | -3.4% |
| Q3 2022 | $213,000 | +3.9% | 8,454 | +9.1% | 0.12% | +12.3% |
| Q2 2022 | $205,000 | -51.2% | 7,752 | -41.8% | 0.11% | -46.2% |
| Q1 2022 | $420,000 | +10.8% | 13,328 | +16.2% | 0.20% | +12.6% |
| Q4 2021 | $379,000 | +31.6% | 11,474 | +20.2% | 0.18% | +19.9% |
| Q3 2021 | $288,000 | – | 9,544 | – | 0.15% | – |
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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% |