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 | $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% | – |
Download | ||||||
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% |