DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 116 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,454,284 | +110.6% | 84,894 | +125.8% | 1.18% | +101.5% |
| Q2 2023 | $1,165,295 | +6.9% | 37,602 | -0.7% | 0.58% | +4.1% |
| Q1 2023 | $1,089,940 | +107708.1% | 37,885 | +1.2% | 0.56% | -16.5% |
| Q4 2022 | $1,011 | -99.9% | 37,430 | -3.0% | 0.67% | -18.1% |
| Q3 2022 | $971,000 | -4.2% | 38,602 | +0.5% | 0.82% | -11.0% |
| Q2 2022 | $1,014,000 | -23.1% | 38,393 | -8.3% | 0.92% | +78.3% |
| Q1 2022 | $1,319,000 | -11.3% | 41,859 | -7.1% | 0.52% | +18.6% |
| Q4 2021 | $1,487,000 | +2.9% | 45,051 | -6.0% | 0.44% | -13.5% |
| Q3 2021 | $1,445,000 | +8.6% | 47,945 | +8.8% | 0.50% | -14.4% |
| Q2 2021 | $1,331,000 | – | 44,067 | – | 0.59% | – |
Download | ||||||
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% |