DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 213 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $695,813 | -3.3% | 23,232 | +0.0% | 0.38% | -7.0% |
| Q2 2023 | $719,787 | +7.7% | 23,226 | +0.0% | 0.41% | -2.6% |
| Q1 2023 | $668,055 | -6.6% | 23,221 | -12.2% | 0.42% | -17.2% |
| Q4 2022 | $715,003 | +0.7% | 26,462 | -6.3% | 0.51% | +1.2% |
| Q3 2022 | $710,000 | -10.0% | 28,246 | -5.4% | 0.51% | +12.7% |
| Q2 2022 | $789,000 | -17.2% | 29,866 | -1.2% | 0.45% | -1.3% |
| Q1 2022 | $953,000 | -1.2% | 30,234 | +3.3% | 0.46% | +2.2% |
| Q4 2021 | $965,000 | -17.7% | 29,257 | -24.7% | 0.44% | -26.9% |
| Q3 2021 | $1,172,000 | +4.2% | 38,871 | +4.4% | 0.61% | +0.8% |
| Q2 2021 | $1,125,000 | -16.5% | 37,245 | -22.1% | 0.60% | -21.7% |
| Q1 2021 | $1,348,000 | – | 47,827 | – | 0.77% | – |
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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% |