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 | $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. | 3,749,790 | $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% |