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 | $292,456 | -3.0% | 9,765 | +0.3% | 0.10% | +2.0% |
| Q2 2023 | $301,570 | +8.1% | 9,731 | +0.3% | 0.10% | +10.0% |
| Q1 2023 | $279,016 | +6.8% | 9,698 | +0.3% | 0.09% | +5.9% |
| Q4 2022 | $261,222 | +7.9% | 9,668 | +0.4% | 0.08% | -1.2% |
| Q3 2022 | $242,000 | -4.3% | 9,627 | +0.4% | 0.09% | +6.2% |
| Q2 2022 | $253,000 | -15.9% | 9,589 | +0.3% | 0.08% | -1.2% |
| Q1 2022 | $301,000 | – | 9,557 | – | 0.08% | – |
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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% |