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 | $1,599,001 | -2.2% | 53,389 | +1.2% | 0.02% | +11.8% |
| Q2 2023 | $1,635,382 | +9.8% | 52,771 | +1.9% | 0.02% | -5.6% |
| Q1 2023 | $1,489,739 | -41.6% | 51,781 | -45.1% | 0.02% | -79.8% |
| Q4 2022 | $2,550,742 | +28.8% | 94,402 | +19.9% | 0.09% | +14.1% |
| Q3 2022 | $1,980,000 | -7.9% | 78,725 | -3.2% | 0.08% | -9.3% |
| Q2 2022 | $2,150,000 | -18.0% | 81,361 | -2.2% | 0.09% | -6.5% |
| Q1 2022 | $2,622,000 | +10.6% | 83,198 | +15.8% | 0.09% | +16.5% |
| Q4 2021 | $2,370,000 | +14.8% | 71,820 | +4.8% | 0.08% | +3.9% |
| Q3 2021 | $2,065,000 | +2.7% | 68,514 | +3.0% | 0.08% | -3.8% |
| Q2 2021 | $2,010,000 | – | 66,547 | – | 0.08% | – |
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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% |