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 | $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. | 3,749,790 | $94,307,000 | 50.63% |
| Aquire Wealth Advisors, LLC | 1,634,010 | $41,095,000 | 23.86% |
| Ullmann Wealth Partners Group, LLC | 2,126,913 | $53,492,000 | 14.75% |
| Meridian Wealth Partners, LLC | 1,735,410 | $43,646,000 | 10.92% |
| Spinnaker Investment Group, LLC | 1,039,811 | $26,167,000 | 10.24% |
| FirstPurpose Wealth LLC | 551,838 | $13,879,000 | 9.14% |
| Highland Financial Advisors, LLC | 424,014 | $10,664,000 | 7.40% |
| Northland Capital Management LLC | 297,241 | $7,476,000 | 7.01% |
| Financial Connections Group, Inc. | 274,887 | $6,913,000 | 5.83% |
| Morling Financial Advisors, LLC | 166,186 | $4,180,000 | 5.69% |