DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,058,906 | -1.6% | 1,137,192 | +1.9% | 1.20% | -0.3% |
| Q2 2023 | $34,595,387 | +13.7% | 1,116,340 | +5.6% | 1.20% | +8.6% |
| Q1 2023 | $30,416,125 | -0.1% | 1,057,217 | -6.2% | 1.11% | +0.5% |
| Q4 2022 | $30,449,733 | +19.6% | 1,126,933 | +11.3% | 1.10% | +7.1% |
| Q3 2022 | $25,458,000 | -1.2% | 1,012,242 | +3.8% | 1.03% | +8.0% |
| Q2 2022 | $25,766,000 | +5.8% | 974,870 | +26.2% | 0.95% | +19.4% |
| Q1 2022 | $24,353,000 | +22.1% | 772,629 | +27.9% | 0.80% | +26.9% |
| Q4 2021 | $19,942,000 | +47.6% | 604,295 | +34.8% | 0.63% | +24.1% |
| Q3 2021 | $13,508,000 | +35.5% | 448,175 | +35.8% | 0.51% | +34.1% |
| Q2 2021 | $9,968,000 | +156.2% | 329,941 | +138.9% | 0.38% | +114.8% |
| Q1 2021 | $3,891,000 | +301.5% | 138,089 | +274.7% | 0.18% | +170.8% |
| Q4 2020 | $969,000 | – | 36,858 | – | 0.06% | – |
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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% |