DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 294 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,526,341 | -5.1% | 251,297 | -1.8% | 1.72% | +3.2% |
| Q2 2023 | $7,928,036 | +9.3% | 255,826 | +1.5% | 1.66% | +2.7% |
| Q1 2023 | $7,254,714 | +7.9% | 252,162 | +1.3% | 1.62% | -0.7% |
| Q4 2022 | $6,725,833 | -0.2% | 248,921 | -7.1% | 1.63% | -10.9% |
| Q3 2022 | $6,741,000 | -5.9% | 268,048 | -1.1% | 1.83% | -6.1% |
| Q2 2022 | $7,164,000 | -4.4% | 271,037 | +14.0% | 1.95% | +8.7% |
| Q1 2022 | $7,492,000 | +41.2% | 237,682 | +47.9% | 1.79% | +35.8% |
| Q4 2021 | $5,305,000 | +41.8% | 160,743 | +29.8% | 1.32% | +24.1% |
| Q2 2021 | $3,740,000 | +12.4% | 123,809 | +4.8% | 1.06% | -15.8% |
| Q1 2021 | $3,328,000 | +569.6% | 118,108 | +524.9% | 1.26% | +314.1% |
| Q4 2020 | $497,000 | – | 18,901 | – | 0.30% | – |
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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% |