DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 187 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,454,190 | +10.9% | 346,395 | +14.0% | 2.69% | +15.0% |
| Q2 2023 | $9,424,475 | +8.2% | 303,819 | +1.2% | 2.34% | +2.3% |
| Q1 2023 | $8,710,062 | +8.6% | 300,243 | +6.4% | 2.29% | +5.6% |
| Q4 2022 | $8,017,093 | +45.1% | 282,193 | +36.0% | 2.16% | +27.4% |
| Q3 2022 | $5,524,000 | +95.5% | 207,529 | +111.4% | 1.70% | +107.6% |
| Q2 2022 | $2,825,000 | +45.4% | 98,176 | +51.9% | 0.82% | +58.5% |
| Q1 2022 | $1,943,000 | – | 64,611 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,373,613 | $106,336,000 | 46.99% |
| Aquire Wealth Advisors, LLC | 1,514,919 | $47,750,000 | 25.43% |
| Northland Capital Management LLC | 585,829 | $18,465,000 | 18.35% |
| Meridian Wealth Partners, LLC | 2,521,155 | $79,467,000 | 16.72% |
| Ullmann Wealth Partners Group, LLC | 1,942,345 | $61,223,000 | 15.64% |
| AWM CAPITAL, LLC | 597,128 | $18,821,000 | 11.59% |
| PBMares Wealth Management LLC | 535,859 | $16,890,000 | 10.40% |
| Syverson Strege & Co | 297,916 | $9,390,000 | 10.21% |
| FirstPurpose Wealth LLC | 409,594 | $12,910,000 | 10.07% |
| Spinnaker Investment Group, LLC | 633,389 | $20,395,000 | 6.64% |