DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,552,797 | -17.2% | 118,624 | -20.5% | 1.45% | -15.4% |
| Q2 2023 | $4,291,538 | 0.0% | 149,167 | 0.0% | 1.72% | +0.1% |
| Q1 2023 | $4,291,538 | -33.4% | 149,167 | -37.5% | 1.72% | -41.1% |
| Q4 2022 | $6,443,716 | -9.6% | 238,479 | -15.9% | 2.91% | -11.1% |
| Q3 2022 | $7,131,000 | -8.2% | 283,544 | -3.5% | 3.28% | -14.7% |
| Q2 2022 | $7,764,000 | -14.7% | 293,758 | +1.7% | 3.84% | -0.9% |
| Q1 2022 | $9,107,000 | -10.1% | 288,919 | -5.9% | 3.88% | -14.4% |
| Q4 2021 | $10,130,000 | +18.0% | 306,955 | +7.8% | 4.53% | +17.5% |
| Q3 2021 | $8,583,000 | +11.1% | 284,776 | +11.4% | 3.86% | +9.2% |
| Q2 2021 | $7,726,000 | +37.7% | 255,728 | +28.5% | 3.53% | +2.4% |
| Q1 2021 | $5,609,000 | +722.4% | 199,051 | +667.5% | 3.45% | +664.3% |
| Q4 2020 | $682,000 | – | 25,935 | – | 0.45% | – |
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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% |