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 | $11,550,192 | -0.6% | 385,649 | +2.9% | 3.91% | +2.2% |
| Q2 2023 | $11,614,073 | +21.6% | 374,768 | +12.9% | 3.83% | +10.7% |
| Q1 2023 | $9,548,771 | +18.4% | 331,900 | +11.2% | 3.46% | +9.2% |
| Q4 2022 | $8,065,285 | +48.1% | 298,493 | +37.9% | 3.16% | +31.1% |
| Q3 2022 | $5,444,000 | -3.6% | 216,478 | +1.3% | 2.41% | +6.5% |
| Q2 2022 | $5,646,000 | -9.3% | 213,627 | +8.1% | 2.27% | +7.8% |
| Q1 2022 | $6,228,000 | +0.4% | 197,588 | +5.1% | 2.10% | +0.1% |
| Q4 2021 | $6,204,000 | +25.4% | 188,004 | +14.5% | 2.10% | +16.1% |
| Q3 2021 | $4,949,000 | +6.0% | 164,212 | +6.3% | 1.81% | +6.8% |
| Q2 2021 | $4,667,000 | +42.7% | 154,500 | +33.1% | 1.70% | +25.6% |
| Q1 2021 | $3,271,000 | +1208.4% | 116,058 | +1120.4% | 1.35% | +1025.0% |
| Q4 2020 | $250,000 | – | 9,510 | – | 0.12% | – |
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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% |