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 | $14,979,879 | -5.4% | 500,163 | -2.1% | 3.05% | -20.3% |
| Q2 2023 | $15,833,344 | +7.2% | 510,918 | -0.5% | 3.82% | -8.0% |
| Q1 2023 | $14,770,055 | +7.7% | 513,384 | +1.1% | 4.16% | -10.9% |
| Q4 2022 | $13,715,728 | -3.6% | 507,614 | -0.0% | 4.67% | -2.9% |
| Q3 2022 | $14,227,000 | -7.3% | 507,732 | -12.6% | 4.80% | -36.2% |
| Q2 2022 | $15,347,000 | -18.5% | 580,671 | -2.8% | 7.52% | -35.1% |
| Q1 2022 | $18,821,000 | +359.0% | 597,128 | +380.6% | 11.59% | +272.0% |
| Q4 2021 | $4,100,000 | +95.9% | 124,255 | +95.0% | 3.12% | +98.9% |
| Q3 2021 | $2,093,000 | – | 63,729 | – | 1.57% | – |
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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% |